News

Shifts in life insurance trends could prompt advisor action

Shifts in life insurance trends could prompt advisor action

More young applicants are reporting mental health challenges, but should that be a mark against them?

Conquest Planning says its new AI tools shrink 10-hour plans to minutes

New SAM tools promise to give advisors plan-aware AI, less data entry, and fewer hallucinations

Conquest Planning says its new AI tools shrink 10-hour plans to minutes

Survey shows data storage, not software, drives most AI spending

Firms chase AI ROI while cloud storage costs and security risks mount

Survey shows data storage, not software, drives most AI spending

Goldman Sachs CEO sees “benign” markets flirting with a middle east wake up call

Oil shock, rising yields test how long investors can stay relaxed about middle east conflict

Goldman Sachs CEO sees “benign” markets flirting with a middle east wake up call
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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

Alisha Watts takes the helm of Desjardins Securities newest Toronto branch

Alisha Watts takes the helm of Desjardins Securities newest Toronto branch

A leader to guide the next stage of growth in Toronto

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

Shifts in life insurance trends could prompt advisor action

More young applicants are reporting mental health challenges, but should that be a mark against them?

Shifts in life insurance trends could prompt advisor action

Canada-Australia agree new minerals deal: What’s involved?

New agreements target investment, clean energy and critical mineral supply chains

Canada-Australia agree new minerals deal: What’s involved?

“Discipline” shaped solid quarter from Canadian banks

Head of Canadian strategy explains that strong Q1 is more indicative of banks’ safeguards than economic strength

“Discipline” shaped solid quarter from Canadian banks

Investors learn the hard way that “liquid” real estate can dry up

Gating wave locks up billions in private real estate funds, testing investor liquidity assumptions

Investors learn the hard way that “liquid” real estate can dry up

Investment funds proxy costs of up to US$1.14 billion add a hidden cost for investors

Study says fund proxy campaigns are increasingly costly, inefficient and ripe for SEC reform.

Investment funds proxy costs of up to US$1.14 billion add a hidden cost for investors