Top stories
MYKYTA DOLMATOV / ISTOCKPHOTO; ICONS: 123RF STOCK PHOTO

The slow work of converting social media followers to clients

Committing to a platform and showing your personality can help with prospecting

  • By: Mark Burgess
  • September 22, 2023 September 22, 2023
  • 08:33
Businessmen are skeptical looking at stock market charts.

Private credit funds going evergreen with eye on retail market

A global survey finds managers are considering more liquid funds

  • By: Mark Burgess
  • September 25, 2023 September 25, 2023
  • 12:49
Fines graphic

SEC sanctions Deutsche Bank for greenwashing, AML violations

The firm's U.S. advisory unit will pay US$25 million to resolve charges

Edmonton downtown, James Macdonald Bridge and the Saskatchewan River at night

Alberta downplaying pension plan proposal risk, experts say

Broad estimates and generous assumptions may mean the APP is less viable than it seems

Interest rate dice

Markets gird for higher-for-longer rates: Moody’s

Central banks' next moves likely to be cautious, data-driven

  • By: Staff
  • September 25, 2023 September 25, 2023
  • 15:11
Deal making illustration

Positioning your book for a sale

There's more than one approach to advisor succession

  • By: Mark Burgess
  • September 21, 2023 September 21, 2023
  • 15:45
Financial statement

FP Canada’s revenue mixed in 2022–23

Certification fees accounted for 70% of income

The White House in Washington DC, United States

White House preparing for government shutdown

The standoff could wreak havoc with the U.S. economy

Magnifying glass highlighting investment stock quotes in business section of newspaper.

Industry moves this week

IFIC elected board members and some well-known names received promotions

  • By: Katie Keir
  • September 22, 2023 September 22, 2023
  • 14:43
Credit card

Retail sales up 0.3% in July

Data reinforces the BoC's decision to hold rates, economist says

Arrow blocks

Employment insurance ranks rise: StatsCan

Number of workers collecting jobless benefits jumped 6% in July

Consumer woes

Canadians report financial security concerns as inflation hammers savings

RBC 2023 Financial Flexibility Poll finds that 77% of survey respondents say they would like to save more but can't

  • By: Staff
  • September 20, 2023 September 20, 2023
  • 11:41

Mass retail managers face greater pressure on fund flows: Fitch

In challenging markets, fund manager fortunes are mixed

Hacker programing in technology enviroment with cyber icons and symbols

Fraud in mortgage, credit card, auto sectors rises amid interest rate hikes

If high rates persist, fraudulent activity could accelerate

ON AIR radio microphone retro vintage fm broadcasting interview transmitter

So you want to start a podcast

Two portfolio managers explain why their podcast has run successfully for more than five years

The slow work of converting social media followers to clients

Committing to a platform and showing your personality can help with prospecting

  • By: Mark Burgess
  • September 22, 2023 September 22, 2023
  • 08:33

Addressing advisors’ misguided beliefs

Opinion: Here are three ideas to promote evidence-based practices

  • By: John De Goey
  • September 19, 2023 September 19, 2023
  • 10:51

Getting to the bottom of dementia, PoA concerns

In a hypothetical scenario, a client and power of attorney are at odds