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wealthprofessional.ca
8 小时
Digital tools in wealth management fail to meet the big expectations they promise
The J.D. Power 2024 Canada Wealth Management Digital Experience Study reveals that most firms excel in delivering functional ...
wealthprofessional.ca
8 小时
Regulators investigate bank sales practices amid investor harm concerns
The OSC’s mandate includes protecting investors from unfair or fraudulent practices, fostering confidence in capital markets, ...
wealthprofessional.ca
8 小时
New charity promises better financial planning access for vulnerable Canadians
According to its press release, the Foundation aims to support financial resilience, particularly among financially ...
wealthprofessional.ca
8 小时
ATB Financial completes portfolio firm acquisition in Manitoba
ATB Financial has completed its acquisition of BCV Asset Management Inc. (BCV). According to its press release, the ...
wealthprofessional.ca
8 小时
Trump's tariffs threaten Canada's economy, economist cautions
Donald Trump's proposed tariffs could have significant implications for the Canadian economy, according to economist James ...
wealthprofessional.ca
8 小时
$700 billion at stake: How advisors are stealing the next-gen spotlight
We always say, if you don't sweat in the gym, you’ll bleed in the ring' adds Diana Oddi of Mandeville Private Client ...
wealthprofessional.ca
10 小时
Tax evasion is 'happening all the time' in 'corrupt' Canada, poll reveals
Respondents say that corruption is common with 86% believing backroom deals are regular occurrences while 81% say the same of ...
Opinion
wealthprofessional.ca
8 小时
Opinion
What is Your Practice Worth?
In other words, your practice has real and tangible value that you can monetize someday when you are ready to exit the ...
wealthprofessional.ca
22 小时
Dealer rep banned, fined $75K by CIRO for sharing information with a hedge fund
A former registered representative and head of sales and trading with Stifel Nicolaus Canada Inc. has been banned for six ...
wealthprofessional.ca
1 天
"Automation frees advisors": The new frontier of wealth management efficiency
Fera Jeraj, Chief Technology Officer at Canaccord Genuity Wealth Management, on how AI is reshaping sector priorities ...
wealthprofessional.ca
1 天
Rate cuts have eased debt burden on many Canadians, but not all
Canadian consumer debt keeps rising – up 4% year-over-year to $2.54 trillion in Q3 – with non-mortgage debt rising 3.8% and ...
wealthprofessional.ca
1 天
From wildfires to weak demand, what rocked corporate earnings in Q3?
Severe weather, higher expenses, and market disruptions led to a $4.1bn drop in Q3 corporate earnings Statistics Canada ...
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