Top stories
Business man looking at big bright opened door concept

AUM growth may require new strategies, business models

Advisors expect annual asset growth of 10% over three years, Natixis survey finds

  • By: Staff
  • June 30, 2022 June 30, 2022
  • 12:29
Businessmen are skeptical looking at stock market charts.

Bank of Canada surveys suggest business and consumer inflation expectations up

However, businesses' longer-term expectations for inflation remain stable between 2% and 3%

Shot of an adorable little boy and girl having a fun day at the beach with their parents and grandparents

Helping your clients talk to kids about money

The conversation should reflect their age and stage of life


Paul Holba named new chief investment officer at Empire Life

Holba joined the firm in 2009 and previously served as vice-president, retail distribution

  • By: Staff
  • July 4, 2022 July 4, 2022
  • 14:34
Business people sitting and discussing at business meeting, in office

Global equity issuance plunges amid rocky markets

Debt market activity declines, high yield craters, Refinitiv reports

Family plays

WCM launches parental leave pledge for financial firms

Gender inequalities in unpaid care work contribute to gender inequality in the workplace, Women in Capital Markets says

  • By: Staff
  • June 30, 2022 June 30, 2022
  • 10:31

ECB aims to green monetary policy

Climate risk to factor into bond purchases and collateral framework

  • By: Staff
  • July 4, 2022 July 4, 2022
  • 14:11
Macro shot of a hand of a businessman signing or writing a document on a sheet of white paper using a nibbed fountain pen.

Global M&A activity weaker in 2022: Refinitiv

Deal-making stumbled as market volatility spiked

  • By: Staff
  • July 4, 2022 July 4, 2022
  • 14:22

P&C broker acquires Newport Private Wealth

NFP's latest acquisition helps solidify its expanding asset-based business

  • By: Staff
  • June 30, 2022 June 30, 2022
  • 14:12

IFIC’s Paul Bourque to retire this year

A committee is searching for the organization’s next CEO

  • By: Staff
  • June 30, 2022 June 30, 2022
  • 10:48
Stack of cryptocurrencies in a circle on the motherboard

Crypto rules to make Europe a global leader as prices plunge

Companies issuing or trading cryptoassets face tough transparency requirements

Bitcoin, Litecoin and Ethereum

How advisors are helping clients navigate crypto volatility

Investors should take a long-term approach to cryptocurrency, advisor suggests

Canadian industries

Statistics Canada says economy grew 0.3% in April, but contracted in May

The surprise contraction may have been due to temporary factors


Enforcement cases up, penalties down last year: CSA report

Regulators refined techniques to analyze cryptoasset trading, report says

  • By: Staff
  • June 29, 2022 June 29, 2022
  • 12:42
young woman looking awkward

Advice for novice advisors in tough times

How these experienced advisors handled unfavourable economic conditions

Debt in a time of rising rates

How will rising rates affect your clients, particularly those with debt?

  • By: Staff
  • June 17, 2022 June 17, 2022
  • 10:05

Values-based conversations key to ESG investing and KYC requirements

An RIA panel discussed the challenges and opportunities of integrating ESG considerations into know-your-client procedures

Don’t get too far into the weeds of ESG terminology

Whether the label is 'responsible' or 'sustainable' investing, focus on the approaches and not the title, an RIA conference speaker said