5 steps to building better centres of influence

Advisors need a more disciplined approach to professional referrals

By Jeff Thorsteinson |May 14, 2026

6 min read

CFFiM just said the quiet part out loud

Its submission to OBSI’s external review argues the ombud service should focus “solely on case findings”

By Harvey Naglie |May 19, 2026

4 min read

Court rejects Bridging execs’ appeal

Renewed bid for a stay of OSC enforcement proceedings denied

By James Langton |May 19, 2026

3 min read

How wealth management firms, advisors can make the most of AI 

AI vendor’s COO shares tips for selecting best AI use cases, vendors and more

By Noushin Ziafati |May 18, 2026

6 min read

Inflation rises to 2.8% in April thanks to higher gas prices

Food inflation eased, but could rise down the line if U.S.-Iran conflict continues

By Craig Lord, The Canadian Press |May 19, 2026

4 min read

‘Tempered enthusiasm’: Real estate buyers are slowly coming back

House hunters are more active but also more selective, price-sensitive

By Sammy Hudes, The Canadian Press |May 19, 2026

5 min read

Government issues U.S.-dollar global bond

Launch supplements and diversifies Canada’s international reserves

By Staff |May 19, 2026

1 min read

What happens to an RESP when a family moves to the U.S.?

As long as the child remains a U.S. resident, they benefit from the Canada Education Savings Grant

By Carson Hamill |May 15, 2026

3 min read

With a demographic shift underway, advisors need to adapt and earn younger investors’ trust

Gen Z, Millennials want hyper-personalized contact, someone who understands their values and how they consume info

By Noushin Ziafati |May 14, 2026

4 min read

Energy prices help boost March manufacturing sales 3%

Sales rose in nine subsectors tracked by Statistics Canada, led by petroleum, coal

By The Canadian Press |May 15, 2026

1 min read