Jonathan Got

Jonathan Got is a reporter with and its sister publication, Investment Executive. Reach him at

Canadians less interested in crypto assets, survey finds

Financial advisors less likely to recommend investing in crypto assets this year compared to last year

By Jonathan Got | November 30, 2023

1 min read

The 4% rule could be true in 2024

High bond yields and weak forecast for equities make conservative portfolios more attractive

By Jonathan Got | November 29, 2023

2 min read

A five-step process for building trust

Financial advisors must understand their clients' motivations before shaping their behaviour

By Jonathan Got | November 27, 2023

3 min read

Ottawa to introduce open banking legislation in 2024

Open banking could be a win for wealth managers

By Jonathan Got | November 24, 2023

2 min read

Ottawa begins consultations for Canada Disability Benefit

Experts want a straightforward eligibility criteria and clarity on provincial clawbacks

By Jonathan Got | November 20, 2023

3 min read

High-yield bonds outperforming investment-grade this year: FTSE Russell

End of zero-rate era has “profound” implications for fixed-income strategy

By Jonathan Got | November 17, 2023

2 min read

Fewer than 1 in 5 U.S. investors use parents’ advisors

Advisors can build intergenerational relationships to retain clients' children

By Jonathan Got | November 14, 2023

1 min read

Conservatives table open banking bill in Ottawa

Private member's bill would force Liberals to move ahead with policy

By Jonathan Got | November 10, 2023

2 min read

iA Financial Q3 net income increased

Growth in wealth management and Canadian insurance activities led to the gain

By Jonathan Got | November 9, 2023

1 min read

Help clients find lost bank accounts and insurance policies

Although there are tools to help, financial advisors still say it’s best to maintain updated information

By Jonathan Got | August 30, 2023

3 min read