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Wooden gavel used by a judge or auctioneer

Wealthsimple Advisor settles client privacy case with MFDA

Regulators alleged the firm's onboarding process for new reps was deficient

Internet service technology

Leveraging technology to serve your clients

Advisors face a host of challenges integrating new tech

What’s new in investment products

NBI launched international equity funds while CIBC released a fixed-income alt

Businesses coping well with headwinds: StatsCan

Most firms to resist raising prices despite inflation and input cost challenges

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

Alberta projects $12.3B surplus in latest fiscal update

The government set aside $2.8 billion over three years to cover inflation-fighting programs and payouts

Stack of money coins, Little tree Glowing with account book finance for background. banking concept in growth, step by step for success in startup business

Credit unions up their game in wealth management

The state of play of advisory, investment services from co-operatives, credit unions

signs for help, support, advice, guidance

Advisor business support growing across Canada’s wealth firms

There's higher demand for advisor coaching and consulting that can't be ignored

  • By: Katie Keir
  • November 24, 2022 November 24, 2022
  • 09:00
The Rideau Canal in Ottawa, Canada

Federal government posts $1.7-billion surplus for April to September period

Compared to the same period in the previous fiscal year, government revenues were up 18.6%

Business people sitting and discussing at business meeting, in office

Cross-selling opportunities prompt P&C brokerages to buy advisors

Actual assets under management of advisor aren’t always worth purchasing on their own

Human Hand Poking House And Bubble With Needle Against Cloudy Sky

Canada’s housing market is correcting, not crashing

Fundamentals remain strong, CIBC's deputy chief economist says

Banks

Head of bankers group raises concerns about surtax

Anthony Ostler also called for more consumer protection in the emerging payments space

A man in a suit walking up concrete steps.

Due diligence is key with alternative investments

This year has brought new opportunities but also fresh scrutiny

Condo buildings in downtown Montreal

Manulife cutting about 50 jobs as part of changes at its real estate operations

The company is moving away from property operations to refocus its business as an investment manager

image of houses

First-time homebuyers can use FHSA and HBP, feds propose

Rules governing new tax-free home savings account to be effective April 1, 2023

Internet service technology

Leveraging technology to serve your clients

Advisors face a host of challenges integrating new tech

How to prevent client complaints

At FP Canada's annual conference, Ellen Bessner outlined red flags to identify and mitigate

Advisor business support growing across Canada’s wealth firms

There's higher demand for advisor coaching and consulting that can't be ignored

  • By: Katie Keir
  • November 24, 2022 November 24, 2022
  • 09:00

Asking clients the right questions to build relationships

Advisors' questions can influence how much clients share and how comfortable they are

  • By: Katie Keir
  • November 23, 2022 November 23, 2022
  • 14:08