Site Map for June 2025

Date
Title
Jun 30, 2025
US trade policy swings once again
Jun 30, 2025
How Damon Murchison is approaching an industry in transition
Jun 30, 2025
Canada makes policy concession after Trump calls Canada "foolish" and ends talks
Jun 30, 2025
Nine in 10 business firm heads demand tax reform to spur Canadian investment
Jun 30, 2025
Tariffs drag Canadian manufacturing to four-year low as GDP contracts in April
Jun 30, 2025
Three months of inventory and no margin for error in US retail
Jun 30, 2025
Latest stats reveal how tariffs are biting chunks out of the Canadian economy
Jun 30, 2025
Human advice remains key to financial confidence, report finds
Jun 30, 2025
Investing in National Bank of Canada stock
Jun 27, 2025
ETF vs mutual funds: Which should investors choose?
Jun 27, 2025
The basics in picking mutual funds for new investors
Jun 27, 2025
President Trump makes shock Canada trade decision
Jun 27, 2025
Where are the new global safe havens?
Jun 27, 2025
Gold rally has room to run as selling pressure remains low, says TD strategist
Jun 27, 2025
Nvidia and Super Micro extend gains as S&P 500 flirts with record
Jun 27, 2025
CSA puts AI, crypto, and investor fraud under scrutiny in 2025–2028 regulatory agenda
Jun 27, 2025
Alberta boosts drilling and investment as oil output reaches new record
Jun 27, 2025
Canadian bank customers are struggling and want more than just a bank
Jun 27, 2025
Canadian big six banks remain resilient despite headwinds, says OSFI
Jun 27, 2025
Wall Street closes near record high, futures beat previous record
Jun 27, 2025
Investing in CIBC bank stock
Jun 26, 2025
What Powell and Trump’s disagreements on cuts mean for markets
Jun 26, 2025
Most firms favour household risk but stick to account-based defaults
Jun 26, 2025
CIRO imposes $10.3 million in sanctions amid rise in contested cases
Jun 26, 2025
"It is a lot of money" but Carney says Canada is already spending it
Jun 26, 2025
Tech leaders reject US offers to keep companies rooted in Canada
Jun 26, 2025
Wealth managers must prioritize advisor enablement to drive organic growth
Jun 26, 2025
Canada's pension boards still tied to fossil fuels despite warnings
Jun 25, 2025
From Data to Growth: Unlock Your Advisory Firm's Potential with CRM and AI
Jun 25, 2025
Time’s almost up to enter the 2025 Top 40 Under 40 Rising Stars list
Jun 25, 2025
Fed governors back July rate cut, but Powell signals wait-and-see approach
Jun 25, 2025
Can Canadian offices shrug off their overhangs?
Jun 25, 2025
CIRO bans representative for falsifying client signatures and misleading investigation
Jun 25, 2025
EQB activates succession plan as its longest-serving bank CEO dies at 65
Jun 25, 2025
Scotiabank appoints new COO to drive Canadian banking strategy
Jun 25, 2025
Small business say Canada is already in recession, report finds
Jun 25, 2025
As JPMorgan expands Canadian ETFs, what are firm's plans for growth?
Jun 24, 2025
Have fee minimums left young investors at risk?
Jun 24, 2025
Why this advisor insulates his clients’ financial plans from their home values
Jun 24, 2025
Boomers trust advisors but Millennials trust themselves, survey finds
Jun 24, 2025
Why Canadian CEOs earned nearly 20% more last year?
Jun 24, 2025
Iran hits US base but spares oil routes, triggering market rebound
Jun 24, 2025
Retirement is the new luxury most Canadians say they can’t afford
Jun 24, 2025
Canada appears to be losing appeal for millionaires, report reveals
Jun 24, 2025
Cutting government debt could give Canadians a $2,100 pay rise, report says
Jun 24, 2025
Why small-cap secondaries are the smartest corner of private markets
Jun 23, 2025
Know your product or risk the file: What regulators are looking for
Jun 23, 2025
Goldman, Citi, and other US giants back Canadian fintech in funding round
Jun 23, 2025
How can advisors compete with unregulated finfluencers?
Jun 23, 2025
This one acronym confuses Canadians more than their mortgage
Jun 23, 2025
CIRO issues over $2.5 million in fines after misconduct rulings
Jun 23, 2025
Who's Googling 'how to invest' the most? Canada lands in the top five
Jun 23, 2025
All eyes on July as the Bank of Canada waits for a rate-cut window
Jun 23, 2025
Investment property mortgage rates explained: what your clients should know
Jun 23, 2025
Are Scotiabank stocks a buy? Insights for Canadian investors
Jun 23, 2025
JPMorgan strategist sees ‘considerable’ risk for Canadian economy, weaker TSX
Jun 23, 2025
What were the top complaints about the CRA in the past year?
Jun 23, 2025
Why advisors should look to the Nasdaq-100® for growth
Jun 22, 2025
Albertans strongly oppose separate pension plans, according to new survey
Jun 22, 2025
Wealth Professional Awards 2025: Canada's Wealth Industry Took Centre Stage
Jun 20, 2025
FP Canada appoints new chair and board members
Jun 20, 2025
Fraud sanction of $6.8 million enforced despite ex-rep's bankruptcy
Jun 20, 2025
Are political tensions really driving snowbirds home?
Jun 20, 2025
Tech stocks might be booming but the ride isn't risk-free, warns portfolio manager
Jun 20, 2025
Canadian mutual fund sales rebound, ETF sales increase
Jun 20, 2025
Financial planning for Canada's newcomers; an untapped market?
Jun 19, 2025
Taking clients back to school to maximize RESP contributions
Jun 19, 2025
Pension fund doubles down on climate-related investments
Jun 19, 2025
Tribunal orders over $27 million in penalties for Bridging Finance fraud
Jun 19, 2025
BMO in $625 million deal for Burgundy Asset Management
Jun 19, 2025
From the largest manufacturers to the smallest exporters, tariffs are biting
Jun 19, 2025
WealthONE Bank's takeover by Canadian investors consortium gets green light
Jun 18, 2025
Inflation could rise if tariffs remain, Macklem warns
Jun 18, 2025
I'd do a better job than 'stupid' Powell, blasts Trump
Jun 18, 2025
How this five-star advisor is navigating 'the never ending cycle of doom'
Jun 18, 2025
A look inside pension plan's small but mighty investment strategy
Jun 18, 2025
Who will be Canada's Top 40 Under 40 Rising Stars in 2025?
Jun 18, 2025
Relying on property to fund retirement a riskier strategy than it was
Jun 18, 2025
Bank of Canada warns inflation may linger after rate hold
Jun 18, 2025
Canadian investors spent billions of dollars on Treasuries in April, stats reveal
Jun 18, 2025
Fund managers' sentiment rebounds to three-month high, says BoFA
Jun 18, 2025
Part One: Digital empowerment: how advisors thrive with trading platform Qtrade
Jun 17, 2025
Staying proactive leads to better practice management, says five-star advisor winner
Jun 17, 2025
Good advisors use AI. Great advisors know when not to
Jun 17, 2025
Canadian home sales rise 3.6% in May
Jun 17, 2025
Interest rate cuts may be over, says RBC
Jun 17, 2025
Active management takes centre stage as investors prioritise resilience
Jun 17, 2025
With US$320B at stake, how are these family offices pivoting in challenging times?
Jun 17, 2025
CPPIB should prioritize profits over patriotism, poll reveals
Jun 16, 2025
Social media is reshaping financial advice – and putting clients at risk
Jun 16, 2025
Trade deal with Canada 'achievable', says Trump
Jun 16, 2025
Inside Picton's rebrand, its push for alts, and its embrace of the bear
Jun 16, 2025
IIAC announces new name, recommits to catalysing change
Jun 16, 2025
Manufacturing sales tumble in April as tariffs take toll
Jun 16, 2025
Canada watches crude prices climb as Israel–Iran tensions rise
Jun 16, 2025
Tariff fears push Canadians towards financial advisors
Jun 16, 2025
Norway wealth fund puts TD Bank on four-year watchlist
Jun 16, 2025
Canadian households ended first quarter wealthier, despite headwinds
Jun 16, 2025
Elder abuse is a problem that every financial advisor should be aware of
Jun 13, 2025
Why CI GAM sees a global rotation away from US overweights
Jun 13, 2025
Boeing shares drop following Air India crash
Jun 13, 2025
Global investors explore undervalued Canadian market
Jun 13, 2025
OSC outlines disgorgement payout plan
Jun 13, 2025
Stocks gain amid easing inflation signals
Jun 13, 2025
Canadians admit financial knowledge gaps, but what are the biggest ones?
Jun 13, 2025
Pension plans are suffering from tariffs but remain resilient
Jun 12, 2025
Why advisors need to be familiarizing themselves with RDSPs now
Jun 12, 2025
CIRO sanctions former investment representative for undisclosed client loan
Jun 12, 2025
Poloz links rising unemployment to inflation risks and counter-tariffs
Jun 12, 2025
White House weighs tariff delay with trade deals still unfinished
Jun 12, 2025
Wall Street slips as tech stocks drag and inflation stays below forecast
Jun 12, 2025
Investors changed behaviour amid market volatility, BCSC report reveals how
Jun 12, 2025
Your business owner clients may be struggling with debt, warns Equifax Canada
Jun 11, 2025
CEOs of FP Canada, CPA Canada discuss new partnership
Jun 11, 2025
WP award winners share what sets them apart
Jun 11, 2025
Advisor in court over $1.8 million in client funds allegedly misdirected
Jun 11, 2025
CIRO confirms $1.2 million crypto trading breach by Assante advisor
Jun 11, 2025
Sartorial Wealth opens as an independent cross-border advisory firm amid US-Canada uncertainty
Jun 11, 2025
Ontario sidelines US banks in rare US$2 billion bond move
Jun 11, 2025
How much do Canadian pre-retirees think they need to have saved?
Jun 11, 2025
REITs and institutions are cautiously returning to Canadian CRE
Jun 10, 2025
YouPotential: Q Wealth Partners launches human-first podcast to inspire a more meaningful life
Jun 10, 2025
Take your place among Canada’s Top 40 Under 40 Rising Stars 2025
Jun 10, 2025
Estate lawyer shares guidelines for advisors working on estate plans
Jun 10, 2025
Amid noise and uncertainty, one Alberta advisor is finding balance
Jun 10, 2025
CIRO fines rep $21,000 for off-marketplace trade involving LFNT shares
Jun 10, 2025
Revenue boost or recession risk? Trump’s tariffs test US resilience
Jun 10, 2025
“Unfair taxes” could trigger US backlash under Trump spending bill
Jun 10, 2025
Semiconductors surge as US–China trade talks revive supply hopes and acquisition activity
Jun 10, 2025
Ottawa homebuyers policy has unintended consequences warns Desjardins' Norman
Jun 10, 2025
Is AI the shot in the arm the Canadian labour force actually needs?
Jun 09, 2025
How global conflicts, European rearmament could drive commodity prices
Jun 09, 2025
OSC reviews 87 finfluencers, flags crypto misinformation and unregistered advice
Jun 09, 2025
Can one bill really unite 13 markets and fix labour mobility across Canada?
Jun 09, 2025
"Terminating Elon" costs Tesla US$150 billion as Trump clash rattles markets
Jun 09, 2025
Unemployment climbs as Bank of Canada holds firm amid easing tariff fears
Jun 09, 2025
Labour market not in crisis for now, but rate cuts and better tariff outcome are needed
Jun 09, 2025
Canadian securities regulators join global efforts against rogue finfluencers
Jun 06, 2025
Announcing the winners of the 2025 WP awards
Jun 06, 2025
Discipline and cash positions, how one advisor brought his clients through April’s chaos
Jun 06, 2025
Advisors gain access to CPA and FP Canada programs under new collaboration
Jun 06, 2025
Long-time Bank of America executive joins BMO to lead US banking overhaul
Jun 06, 2025
Ottawa targets high-value cash deals and ramps up AML fines before FATF scrutiny
Jun 06, 2025
Tariffs bring in trillions but at what cost to growth?
Jun 06, 2025
Canadian wealth management business in $127 million take-private deal
Jun 06, 2025
Musk counts the cost of Trump feud as Tesla stock slumps wiping $150B off
Jun 06, 2025
Homeowners consider radical moves ahead of mortgage renewal shocks
Jun 05, 2025
As uncertainty clouds the Canadian economy, Vanguard offers an outlook
Jun 05, 2025
Many advisors are nearing retirement – how can they prepare their clients, and themselves?
Jun 05, 2025
Meta strikes nuclear power deal to secure long-term energy for AI infrastructure
Jun 05, 2025
Nothing beautiful about a 50% tax on Canadian dividends
Jun 05, 2025
Majority Canadians now expect a recession to hit
Jun 05, 2025
BoC holds rate as "mixed signals" cloud path forward, says economists
Jun 05, 2025
Tax freedom day nears but Canadians remain concerned about government spending
Jun 05, 2025
What advisors need to know about fast-rising active ETF market
Jun 04, 2025
Bank of Canada makes rate decision
Jun 04, 2025
Inside Brookfield's private equity strategy
Jun 04, 2025
From salespeople to consultants, BDMs discuss how their roles have changed
Jun 04, 2025
Healthcare ETFs in the age of noise: Why advisors are still turning to sector stability
Jun 04, 2025
CSA raises LIFE exemption cap, easing limits for listed issuers
Jun 04, 2025
RBC flags market pullback risk after S&P 500 rebound
Jun 04, 2025
Markets climb as investors bet tariff tensions won't derail recovery
Jun 04, 2025
Canada added 11,000 millionaires in 2024 but wealth management has a challenge
Jun 04, 2025
What Canada's small businesses need from a potential spring budget
Jun 03, 2025
CIRO suspends advisor over $1.23m in undisclosed crypto trades
Jun 03, 2025
How Scotia Wealth seeks to capture the South Asian market
Jun 03, 2025
How process, diligence earned Christie Bartram her nomination for advisor of the year
Jun 03, 2025
Trump pushes Senate for new digital tax powers and tariff hikes under US$4 trillion bill
Jun 03, 2025
HSBC bets $4bn on private credit as it pulls back from US business banking
Jun 03, 2025
CRA ordered to pay $90,000 after court rejects Shopify data request
Jun 03, 2025
Trans Mountain returns $1.25 billion to federal coffers as Asia-bound oil flows surge
Jun 03, 2025
Canadians are delaying health appointments due to cost, inadequate insurance coverage
Jun 02, 2025
Major Canadian FI announces wealth chief as new CEO to lead $488 billion business
Jun 02, 2025
Incorporation key to industry’s progress, firm leaders argue
Jun 02, 2025
Canada's economy posts 2.2% GDP gain on trade surge
Jun 02, 2025
CPP Investments exits two major US holdings, expects billions in proceeds
Jun 02, 2025
ATCO challenges $71m refund as regulator disputes cost-saving claims under rate rules
Jun 02, 2025
FSRA adds new directors and extends terms to support board continuity
Jun 02, 2025
Why Canadians are packing bags before buying homes
Jun 02, 2025
Is a BoC rate cut even worth considering this week? Well…
Jun 02, 2025
Blanchard leaves pension fund manager to serve Canada