WP Talk

Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca including: are challenger banks (neobanks)making a profit? Are you one a rising star in the investment industry?

Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca including: many Canadians lack trust in the BoC to tackle inflation; Investors’ portfolios are vulnerable to an environmental risk that is not being properly addressed according to a new report; and most novice investors worldwide lack confidence in their ability to make financial decisions.

Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca including: Canadian's ambitions to buy homes are shifting because of the present market situation and that might affect retirement planning in the long run; and what are investors choosing as inflation hedges?

Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca including: Rising inflation and interest rates are threatening Canadians’ retirement security, and millennials are the most worried reveals HOOPP survey; and new research shows that, among high-net-worth individuals, clients typically fit within one of five personas, and understanding this can...

Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca including: Retirement goals of millions of Canadians have been shattered by the fast-rising cost of living; green bond issuance in emerging markets (EMs) and developing nations more than doubled in 2021 to a record US$95 billion; and are you one of the wealth industry's Rising Stars?

Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca including: Investing in a Canadian corporation that is controlled by a family or founder appears to offer an advantage over wider-held public firms says NBC; and global investors continue to pour money into Canada’s businesses according to a new report from the government’s foreign direct inve...

Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca including: Canadian financial firms among elite for customer service, but there's still a long way to go for the industry; and most Canadians support a crypto policy framework according to a new survey.

Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca including: Everyone has a different view on the amount of money they would like to have, but what would you need for an “absolutely ideal life?” and Elon Musk and two of his companies have been named in a lawsuit by a disgruntled cryptocurrency investor.

After the pandemic, many people are rushing to quit the workforce, seeking a less stressful ‘last chapter’. However, senior investment advisor David Little told WP Talk that many are doing so on a whim, without a proper income plan

Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca including: Canadian home sales continued their downward trajectory in May and were in line with pre-Covid levels seen in the second half of 2019; and One third of Canadian workers are considering leaving their current job, with most in search of a higher salary.

Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca including: Canadians seized opportunity in the last two years with a rise in start-ups despite the social and economic challenges of the pandemic; RBC is enhancing its ability to meet clients’ digital expectations with two new major platform partnerships; and Entries for Wealth Professional Ca...

Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca including: The number of people globally who are considered high-net-worth individuals (HNWIs) grew in 2021 – and so did their wealth; ETF growth to be driven by online platforms according to PwC report.

Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca including: BlackRock is expanding efforts to give clients invested in index funds the ability to vote their own shares on key issues; Passively managed index funds are holding more of the US stock market than actively managed funds for the first time; and banks that adopt a 'pioneer' approach...

Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca including: 1 in 5 Canadians may need to rely on food banks to get by this summer; and specialist crypto hedge funds are growing says PwC.

Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca including: Women in financial services need more role models and mentors to climb to the top; and Franklin Templeton launches new ETF competency course for advisors.

Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca including: Canadians say finances are their top source of stress as the cost of living rises; and a Toronto tech firm adds a new way to invest in the Metaverse.

Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca including: Investing in ESG and truly committing to embedding its goals throughout an organization is becoming an undeniable truth of business growth; and through a partnership with RBC Capital Markets, Ninepoint is launching the Ninepoint Target Income Fund.

Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca including: Canadians living in the Maritimes saw a narrowing gap between the region’s average income per person and that of other parts of Canada; and how should regulators tackle greenwashing?

Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca including: Could Toronto see a 20% housing price correction? Elon Musk has a 'super bad feeling' about the economy; and sustainable finance needs better data says ISF poll.

Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca including: Canadians are piling more debt onto credit cards says Equifax; Investing in Canadian startups continued with strength in the first quarter of 2022 according to new research; and CI Global Asset Management has teamed up with HarbourVest Partners to offer a private infrastructure inve...

Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca including: Former PI Financial owner Gary Ng banned by IIROC; BMO and CIBC polls shine a light on Canadians' pressured finances; and Canadian businesses are feeling the impact of rate rises and inflation says KMPG in Canada.

ESG has never enjoyed such a high profile; green funds abound and the awareness of the Paris Agreement and net-zero targets have grown considerably among investors. In this WP Talk podcast, we chat with Andrew Simpson, portfolio manager and head of the Mackenzie Betterworld Team. He explains where the team sits within Mackenzie Investments, its sustainable investing philosophy, and how regulators...

Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca including: Homeownership in Canada continues to be a dream rather than a reality for millions of people, with prices unaffordable for many; and Canadian banks delivered surprisingly good earnings last week because of lower-than-expected credit losses but will find it harder to repeat that feat...

Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca including: Another 50-point rate hike from the BoC this week say economists; CPPIB ramps up growth-equity team; and why are some Canadians shunning debt advice?

Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca including: Canadians are generally content with the health benefit plans they have access to says CLHIA; Canadian small business confidence dips; and the rising cost of Canada's aging population.