News and resources for Canada's top financial advisors
Est. 1998
Products
Smaller commercial real estate may be more vulnerable to stricter lending after SVB
By Maddie Johnson |April 24, 2023
4 min read
Industry
Traditional fund managers will be challenged to attract, retain assets
By James Langton |April 21, 2023
1 min read
Kilfoyle moves from IG Wealth Management to lead products and platforms
By Katie Keir |April 18, 2023
2 min read
The fund company's auditor resigned in November
By Mark Burgess |April 11, 2023
The company is the latest to offer private investments catering to retail investors
By Mark Burgess |April 4, 2023
3 min read
Proposed class action claims that improper fees hurt investors' returns
By James Langton |March 31, 2023
The Big Four Canadian life insurers reported near-record profits for 2022, DBRS says
By James Langton |March 7, 2023
Investors may correctly identify a trend, but they typically buy high, as well as pay higher fees
By Mark Burgess |February 13, 2023
Restructuring effort still a challenge, as major business lines grapple with revenue, profit headwinds
By James Langton |February 10, 2023
Many are changing due diligence or narrowing their investment universe
By Mark Burgess |February 7, 2023
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