What happens if you don’t recommend disability insurance?

Advisors have a duty of care beyond the quality of their advice — timing and communication matter

By Ian Callaway |May 21, 2026

4 min read

Find a new purpose before you retire

Succession planning needs to be about more than money — 5 steps to your purpose plan

By John Novachis |May 20, 2026

4 min read

Finding the limits on regulators’ inquiries

Supreme Court to hear appeal of ruling, which found OSC investigation order was too broad

By James Langton |May 21, 2026

2 min read

Mutual fund, ETF assets hit new highs in April: SIMA

Mutual funds record 12th straight month of positive net sales

By Staff |May 21, 2026

1 min read

Expert Advice

Are bond investors missing out on global opportunities?

Broaden the opportunity set and manage risks by looking beyond Canadian and U.S. bonds, says Amundi’s Reine Bitar, who comanages the NEI Global Total Return Bond Fund.

CPP Investments chief says Canada attracting attention from foreign investors

Canada is “coming back on the investing community’s radar”

By The Canadian Press |May 21, 2026

3 min read

Opinion: Investors are waiting too long for complaint responses

CIRO and the CSA should harmonize with AMF on a national standard consistent with best practices

By Ken Kivenko |May 21, 2026

3 min read

SpaceX reveals plans for what could be the biggest-ever initial public offering

SpaceX lost $2.6 billion from operations last year on $18.7 billion in revenue

By Bernard Condon, The Associated Press |May 21, 2026

3 min read

It’s not you, it’s me: RBC

Quebec court finds bank liable for ending banking relationship on short notice

By James Langton |May 20, 2026

4 min read

Today is already here

Advisors don’t need to wait for their firm to implement the centaur AI model

By Jeff Cait |May 20, 2026

5 min read

Re: You think your advice is valuable? Prove it

Advisors cannot quantify their value in either dollars or percentages

By Vince Herlaar |May 20, 2026

2 min read