Principal at fixed income asset manager offers a view on liquidity issues that could impact the returns profile that many advisors see in private assets
A less-technical assessment of the market
Q Wealth helps latest Partner solve a 'good problem to have'
Survey reveals a sharp rise in crypto services and investments as market stability improves
Over 60% of Canadians consider shared mortgages with friends or siblings to tackle high house prices
The OSC welcomes new directors and reappoints Chair Kevan Cowan, advancing its regulatory mission
CIRO funds initiatives to enhance financial literacy and protection for vulnerable Canadians
Expanding beyond Alberta, ATB Wealth launches in Saskatoon to offer tailored financial services
https://www.wealthprofessional.ca/news/industry-news/atb-wealth-opens-new-office-in-saskatoon/385681
Senior management could partner with financial backer to buy shares
Normand Morin has been sentenced to 42 months
Partner at professional services firm explains that estimates and numbers mean less for advisors than what one party is willing to pay
This strategic collaboration aims to improve client interactions and streamline CFR compliance across Canada
Who are the best fund wholesalers in Canada? Find out in this report
Despite inflation and affordability issues, Canadians feel increasingly confident
New study reveals Millennials and Gen Z face unique financial challenges, underscoring need for tailored services
Shares drop as worries mount over CEO's strategy shift towards self-driving tech amid sales slump
New report shows small businesses face challenges with confidence, time, and knowledge in marketing efforts
But where were investors targeting their mutual fund, ETF investments?
FP Canada, Institute of Financial Planning release projection assumption guidelines
Telecom expert outlines what makes this time of year so challenging for clients, and what advisors can do to help
The announced plans in the budget will have many Canadians paying double what their American counterparts pay in cap gains
Governor Macklem notes improving inflation trends, hinting at potential rate cuts in upcoming June decision
Fed Chair Powell emphasizes a longer restrictive policy stance to manage inflation without immediate hikes
As fires rage near Fort McMurray, oil output faces significant disruptions, echoing past economic impacts
Market rallies with major earnings ahead; Nvidia and Arm Holdings make strong gains as oil prices drop
Citigroup returns to Canada's bond market with a $1bn offering, marking its first large issuance since 2015
Registered Representative fined $80,000 for lack of suitability due diligence
Delaying retirement or taking on more debt are likely, survey reveals
Laurentian Bank appears to be a contender in the Canadian banking sector. Does it mean that Laurentian Bank stocks are a good investment? Find out more here
Did you make a mistake and over-contribute to your RRSP? Then you need to know the implications of this error and what you can do to fix it
Wiley Green deep dives into how Morningstar’s proprietary risk tools enhance investment decisions and tailor portfolio strategies
Michael Kovacs explains why his firm has launched their first "balanced" ETFs, and why they've added an industrials product
https://www.wealthprofessional.ca/investments/etfs/harvest-etfs-ceo-unpacks-new-strategies/385642
As the US Fed wavers, Governor Macklem prepares to potentially lower Canada's interest rates
Survey shows rising interest in sustainable investing in Canada, despite transparency and performance challenges
The OSC sets new registration and application fees for restricted dealers to cover higher regulatory costs
Walker Family Financial joins Q Wealth, expanding its Canadian reach and enhancing wealth management services
Tech stocks drag down Nasdaq for a record sixth straight session, as Nvidia and geopolitical tensions stir market concerns
Media reports claim that CIFP has filed a lawsuit against FP Canada
McKinsey & Company says the financial services industry is primed for disruption
Advisor who offers full tax service explains how a sudden reversal and poor communication has eroded client trust in the system
As TD Bank grapples with a US probe and leadership uncertainties, stakeholders demand clear answers
Avenue critiques the proposed $290/share merger with Prysmian, claiming it undervalues Encore Wire
CWB Financial Group celebrates its fourth accolade as one of Canada's Most Admired Corporate Cultures
Desjardins Investments introduces four index ETFs, enhancing options for diversified investment portfolios
https://www.wealthprofessional.ca/investments/etfs/desjardins-launches-four-new-etfs-on-tsx/385603
Horizons ETFs will operate as Global X, maintaining all current ETF offerings
The UK government is mulling nationalization of Thames Water
Several police forces collaborated on the investigation
Former Sun Life representative engaged in unauthorized outside activity
Capital gains inclusion rate is set to rise and the feds seem ready to pick winners and losers between business owners, what can advisors do to help their clients now
Jerome Powell indicates interest rate reductions are unlikely soon, with inflation remaining above target
Entries for Wealth Professional’s 5-Star Advisory Teams 2024 close next week
The federal budget introduces regulatory changes for banks and aims to boost local investments by pensions
CIBC introduces a new Canadian Depositary Receipt, broadening its offerings with a total of 55 CDRs now available
https://www.wealthprofessional.ca/news/industry-news/cibc-expands-cdr-lineup-on-cboe-canada/385564
Canadian investors acquired $24.2bn in foreign securities, led by a record purchase of bonds
Google announces layoffs and relocations in finance, aligning resources with its focus on artificial intelligence
But only a minority have discussed this with their financial advisor
Portfolio+ is responding to the growing demand for the products