News

Broker‑dealer faces record US$80 million AML penalty in US crackdown

Broker‑dealer faces record US$80 million AML penalty in US crackdown

Regulators target lax TC trade surveillance after years of missed suspicious activity reports filings

As digital surface area expands, human error remains a core cybersecurity risk

Maximizer President and Product & Engineering VP outline how wealth management firms can meet best practices and control for human failings

As digital surface area expands, human error remains a core cybersecurity risk

Bank CEO earns roughly a year’s worth of the average worker’s pay in about a workday

Record $20.4 billion earnings help lift Dave McKay's package above target amid scrutiny of inequality

Bank CEO earns roughly a year’s worth of the average worker’s pay in about a workday

EQB nears takeover of PC financial arm after Competition Bureau approval

Digital bank still needs OSFI and federal finance minister sign-off to close Loblaw deal

EQB nears takeover of PC financial arm after Competition Bureau approval
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Premium

Looking past environmental labels in equity investing

Looking past environmental labels in equity investing

Once niche, sustainable themes now span industries, helping advisors find real opportunities

Features

The Private REIT Advantage

The Private REIT Advantage

Jake Levy of Pier 4 on how private REITs can potentially provide tax efficiency for investors

Tax structure, not yield, drove Manulife advisor's tax strategy shift

Tax structure, not yield, drove Manulife advisor's tax strategy shift

Why Manulife Wealth's Georges Achkar focused on structure in a volatile tax year

Advisor Intel

By Chris Arthur Volatility doesn’t break a financial plan, emotion does
Chris Arthur
By Carlo Cansino The great Canadian downsize dilemma
By Chad Larson Industrializing Themes: building portfolios that execute, not just narrate
Chad Larson
By Chad Larson Owning the outcome: why Canadian advisors must control the core, not just distribute it
Chad Larson

Resources

Triumph in teamwork

Triumph in teamwork

Triumph in teamwork

Beyond 60/40: Elevate Client Portfolios with Private Mortgage Investments

Industry news

Beyond 60/40: Elevate Client Portfolios with Private Mortgage Investments

How Chris Arthur and Bold Wealth make financial advisors' lives easier

Industry news

How Chris Arthur and Bold Wealth make financial advisors' lives easier

Technology and Trust: Future-Ready Advisors' Blueprint for Success

Industry news

Technology and Trust: Future-Ready Advisors' Blueprint for Success

Magazine

Wealth Professional 10.02
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Investments

Oil Surges Past $100 to 4-year-high, crushing hopes for a stock market ‘melt-up’

Supply fears spike as G7 weighs emergency oil reserves to stabilize global energy markets

Oil Surges Past $100 to 4-year-high, crushing hopes for a stock market ‘melt-up’

Oil Surges Past $100 to 4-year-high, crushing hopes for a stock market ‘melt-up’

Supply fears spike as G7 weighs emergency oil reserves to stabilize global energy markets

Oil Surges Past $100 to 4-year-high, crushing hopes for a stock market ‘melt-up’

Oil Surges Past $100 to 4-year-high, crushing hopes for a stock market ‘melt-up’

Supply fears spike as G7 weighs emergency oil reserves to stabilize global energy markets

Oil Surges Past $100 to 4-year-high, crushing hopes for a stock market ‘melt-up’

The Private REIT Advantage

Jake Levy of Pier 4 on how private REITs can potentially provide tax efficiency for investors

The Private REIT Advantage

Oil shock tests inflation bets as Iran conflict rattles global markets

Is US$80 oil just the start investors rethink risk after Iran strikes?

Oil shock tests inflation bets as Iran conflict rattles global markets