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wealthprofessional.ca
7 天
Ninepoint forecasts investment shifts as US policies and rate cuts shape 2025
In the report, Ninepoint co-CEOs James Fox and John Wilson remarked, “2024 has been a year defined for investors by inflation ...
wealthprofessional.ca
6 天
Can AI note takers and estate planners help advisors deliver?
As the industry has shifted from distribution to service, one young advisor explains how these AI tools are enabling a higher ...
wealthprofessional.ca
8 天
CI Financial's US wealth advisory to acquire multi-billion-dollar RIA and trust firm
Corient operates its fiduciary wealth management firm with private partnerships and has 250 partners and 1,000 employees ...
wealthprofessional.ca
6 天
2025 real estate strategy: Diversifying equity market gains with REITs
Equiton's focus on purpose-built rental housing offers a disciplined approach to diversification and long-term returns ...
wealthprofessional.ca
7 天
Canada's stealth recession and the global fixed income pivot
Franklin Templeton's fixed income strategy addresses rate cuts and economic pressures Canada is experiencing a stealth ...
wealthprofessional.ca
6 天
'The best is yet to come!': Rising Stars in wealth management focused on next Gen
For Chase Gordon of Verus Financial – National Bank Financial, receiving the Desjardins Award for Rising Star Advisor of the ...
wealthprofessional.ca
6 天
FSRA urges stronger oversight in life insurance to protect consumers
Looking ahead, FSRA plans to work closely with the industry to enhance the quality of Life Agent Misconduct Reports and share ...
wealthprofessional.ca
6 天
CIRO orders over $800k penalty for major investment firm over supervisory failures
The panel issued its decision on December 9, confirming fines and disgorgement. Desjardins Securities Inc. agreed to pay a ...
wealthprofessional.ca
6 天
Can ChatGPT deliver better financial advice than a human?
But the WSU/Clemson University study asked the AI tools used to give the reasons behind the answers and compared the ...
wealthprofessional.ca
10 天
Major figure resigns from Trudeau's Cabinet
Chrystia Freeland, Deputy Prime Minister and Finance Minister of Canada, has resigned from Justin Trudeau’s Cabinet. In a ...
wealthprofessional.ca
8 天
Over half of first-time buyers plan to use FHSAs to save for a home
Nicole Ow, vice president and head of Retail Investments at BMO, highlighted the benefits of the FHSA, stating, “It is ...
wealthprofessional.ca
8 天
Foreign investors add $21.5 billion in Canadian securities
Meanwhile, Canadian investors cut their exposure to foreign securities by $2.6 billion, driven by the largest divestment of ...
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