WP Talk

Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca including: investors are withdrawing significant amounts from global theme funds as their interest in these assets, the majority of which are highly associated with economic growth, wanes; having friendships that cut across class lines can mean better financial outcomes for poorer children; an...

Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca including: Confidence in the Canadian economy among senior business leaders is slumping amid rising costs, supply chain issues, and other key factors; and Twitter has subpoenaed records from equity investors including a unit of Brookfield Asset Management over Elon Musk’s financing of the $44...

Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca including: Canadian pension plans experienced negative returns in all public market asset classes during the past quarter; Legacy risk management systems are fragmented and hampering investment managers’ capabilities to respond to increasing volatility across global markets; and Canada's most...

Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca including: Two Canadian provinces have decided to expand the self-certified investor prospectus exemption, allowing those investors who can show enhanced knowledge and understanding of the risks of investment, to invest alongside accredited investors; and Asset managers reported robust increas...

Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca including: A survey of family offices’ chief investment officers has found optimism for good things ahead; and a big 6 Canadian bank must reveal the real owners of 97 offshore businesses that used its services.

Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca including: Equity market volatility has resulted in a sharp decline in returns for Canada’s pension plan investments; and Wealth Professional Canada, in its second annual 5-Star Leading Women in Wealth showcase, is once again recognizing inspiring women who continue to excel and make an impact...

Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca including: Canadians want to enjoy the summer, but the majority (80%) are worried about how rising prices will affect their capacity to do so this year, according to a new CIBC survey; and Financial services firms are investing in tech to help with data management, as a top priority towards dr...

Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca including: BlackRock has doubled down on its commitment to ESG with a new product line that directly addresses the financial struggles of women; and Montreal-based due diligence specialists Castle Hall has signed up more than 100 global asset managers for the formal launch of its DiligenceExch...

Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca including: PSP Investments will have a new president and chief executive officer in September; and the first half of the year saw a nearly 30% decline in new business for exchange traded fund providers.

Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca including: Natixis IM survey highlights risk of recession; and what are the big priorities for global asset managers right now?

Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca including: Younger Canadians are more charitable when it comes to estate planning, says RBC Royal Trust; Canada’s angel investing community are increasingly active, with women participating more; and could you be among WP's 5-Star Leading Women in Wealth?

Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca including: Morningstar research reveals how badly timed transactions cost investors the opportunity to receive higher returns; and institutional investors globally need diversification to manage the risks from inflation and recession according to Mercer.

Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca including: Canadian household income gains thanks to CERB while poverty has reduced; and wealthy investors plan to load up on alternative investments.

Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca including: The Canadian Securities Administrators’ (CSA) new Investor Advisory Panel (CSA IAP) is coming this September, but who are the members?; Wealthy millennials in the US share their financial priorities; and FTSE Russell launches new Canadian sustainable fixed income indexes.

Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca including: New research from Schroders has revealed an increased focus on sustainable investing results among Canadian institutional investors; and Statistics Canada has released data from Census 2021 which shows that there has been a sharp increase in the number of one-person Canadian househo...

Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca including: FTSE Russell reveals which Canadian bonds underperformed in Q2 2022; US firm files with SEC to launch first leveraged single-stock ETFs in the country; and nominations for Wealth Professional’s eighth annual Rising Stars showcase are still open.

Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca including: How Australia has boosted labour productivity growth to outperform Canadians' standard of living; and how the wealth management market is set for substantial growth by 2030.

Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca including: Canadians are concerned about their finances and their ability to service debt repayments; More people will have the opportunity to apply for financial planning certification thanks to a change announced by FP Canada.

Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca including: IIROC reports a jump in fines and other sanctions on firms and individuals; and why young investors are bearish on investing in the current environment.

Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca including: A new report from Desjardins observes that Canadian households are facing difficult times, making it challenging for them to increase their net wealth; and A survey of global institutional investors highlights a key role that impact investing has in the drive to sustainable portfoli...

Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca including: Transparency is an ongoing issue for investors focused on responsible investing (RI), but a new framework aims to improve things; Canada's long-term and short-term small business confidence decreased in June says CFIB.

Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca including: Why even a short break from the markets could have a major impact on portfolios according to Citi; Brookfield continues to pile cash into Europe; and FAs should work for clients on a retirement income plan 5 years ahead of retirement.

Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca including: Canada among economies set to join US in recession says Nomura; Canada's retail bank customers not entirely satisfied with financial advice; and former hedge fund manager awarded US$52 million after #MeToo allegations.

Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca including: Global billionaire population grows and Canada is among top 15 locations; and TD Real Estate Survey reveals concerns about rates and inflation.

Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca including: The first half of 2022 has seen global mergers and acquisitions activity return to pre-pandemic levels and private equity (PE) is a major driving force; Canadians are concerned about the cost of vacation travel; and Canadian soccer sensation Alphonso Davies and BMO Financial Group h...