Should clients add kids to their home title?
Address their misconceptions gently and explain the risks
By Jonathan Got |June 25, 2025
4 min read
Raymond James targets advisors, market share with digital transformation
Canadian division of U.S.-based firm partners with FNZ for end-to-end, AI-enabled wealth platform
By Michelle Schriver |June 25, 2025
4 min read
OSC funds investor protection efforts
Regulator announces new financing commitments to Prosper Canada, Osgoode legal aid clinic
By James Langton |June 25, 2025
2 min read
CIRO case volumes, sanctions decline
SRO sees jump in complaints, investigations, but proceedings down
By James Langton |June 25, 2025
2 min read
Trending
Two clients. Two goals. One fund.
Split Shares are a one-stop product doing double duty.
What clients want now — and how smart advisors can deliver it
Rocky Ieraci, Senior Vice President, at Sterling Mutuals Inc., looks at how advisors can build trust, stay essential, and succeed in the age of advice.
B.C. court upholds ruling to enforce SEC order
U.S. regulator seeks to enforce US$30 million disgorgment order against West Van man
By James Langton |June 25, 2025
3 min read
Vancouver, Toronto rents cool in Q1
But rents for two-bedroom apartments doubled in some cities since 2019
By Jonathan Got |June 25, 2025
2 min read
Trade clarity to help Canada’s economy rebound after modest recession: Deloitte
Chief economist says economy will “be considerably slower” however
By Craig Lord, The Canadian Press |June 25, 2025
4 min read
Canada’s housing price forecast cut: Fitch
A weaker labour market and economic prospects leads to downgrade
By James Langton |June 24, 2025
1 min read
S&P Global revises oilsands outlook upward despite crude market volatility
Production expected to reach 3.5 million barrels a day this year
By Lauren Krugel, The Canadian Press |June 24, 2025
2 min read
Andrew Moor, CEO of Equitable Bank, has passed
Marlene Lenarduzzi has been appointed interim president and CEO
By Kevin Press |June 24, 2025
2 min read
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Stephanie Holmes-Winton
Why you should focus on retirement cash flow more than retirement income
June 23, 2025|5 min read
Associations
It’s time to move target maturity bonds into other strategies
CIBC’s Pablo Martinez says funds closing this year are already trading close to par.
Featuring Pablo Martinez | June 23, 2025
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Sustainable investing at a crossroads amid ongoing uncertainty
Aaron White of CIBC Asset Management says concerns around policy support and DEI initiatives require investors to take a measured approach
Featuring Aaron White | June 16, 2025
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AI revolution will be boon to some, burden to others
In a May 29 interview, CIBC’s Robertson Velez said identifying companies with competitive advantages is key.
Featuring Robertson Velez, CFA | June 9, 2025
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Time horizon, liquidity are key for alternatives
In the second of a two-part series, CIBC’s Meric Koksal details how private equity, private credit and real assets can offer alternative investment opportunities.
Featuring Meric Koksal | June 2, 2025
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What’s Stopping You? Overcoming Barriers to a Rewarding Succession
Tuesday, June 17, 2025 at 1:00 pm ET
In this webinar, join us for an interactive discussion on how to overcome business succession barriers. You’ll hear first-hand from advisors who have succeeded their own business – sharing both their personal experiences and insights.
