WP Talk

Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca including: Canadians are spending again but their decision making could have a significant impact on the companies and industries that thrive; Evolve and Horizons ETFs in race to the Metaverse; and investors in North America are feeling a little less confident in the equity markets.

Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca including: Investors have poured almost $900 billion into equity exchange-traded and long-only funds in 2021; NTSs have some way to go to become a Canadian favourite; and Quadrus Investment Services fined 6-figure sum by MFDA.

Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca including: After 18 months of development, Trez Capital unveils first-of-its-kind U.S. equity real estate fund for Canadian retail investors; and why investors and advisors should consider corporate financial forecasts with caution according to a new report.

Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca including: Why advisors who dismiss crypto could be missing out on a fee bonanza; Alternative fund managers globally say that talent management is their number one overall business priority in 2022; and IFIC reveals the latest mutual fund and ETF sales stats.

Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca including: Canadians can't wait to share their wealth with heirs; and why wealth management firms have a fine balance when implementing tech.

Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca including: Work to establish a single regulator for Canada's investment industry is progressing; North America is now leading the way on ESG investing as it continues to adopt a mainstream position; and what are Canadians' plans for holiday spending?

Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca including: A new digital asset solution for Canada’s institutional investors has been launched by Fidelity Clearing Canada; Scotiabank updates plan for return-to-office; and Definity Financial posts Canada's largest IPO of the year.

DesignWealth’s Josue Dubon explains how his family’s experience informs his practice and why initial client meetings don’t even mention money

Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca including: Shareholders in Canada’s NEO Exchange are happy with its acquisition by Cboe Global Markets; 61% of investors would be likely to switch firms to follow their advisor; and CIBC Asset Management has bolstered its ETF shelf with four new offerings listed on the NEO Exchange.

Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca including: How much does Canada lose to tax abuse every year? And the income gap was widening in Canada even before the pandemic says StatCan.

Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca including: The last two decades have seen global wealth surge but is it productive and driving our economies? Plus, what's driving change in retirement?

Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca including: How are asset managers embracing the potential of ESG investing factors? and how advisors can engage with millennials.

Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca including: What do institutional investors think about private equity (PE) firms? Why advisors should do a deep dive to learn about cryptocurrency; and Elon Musk sells $5bn of his massive Tesla stake.

Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca including: Canada's Gen Zs are feeling confident about their money according to a CBA poll; and how your childhood helps shape your financial habits.

Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca including: Are bank partnerships with FinTechs working out? A new 'staycation tax credit' has been announced for Ontarians; and will you be one of our Top 50 Advisors?

Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca including: Overall market cap of cryptocurrencies exceeds US$3 trillion; An 18-year high in annual inflation is proving to be the greatest source of financial consternation among Canadians; and Tesla stock declined around 7% early Monday after Elon Musk’s Twitter followers voted in favour of h...

Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca including: The Canadian ETF space has already topped its full-year 2020 sales record; the pandemic remains a significant barrier to ‘business as normal’ for Canada’s small and medium sized businesses; and the Canadian Dream is going greener.

Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca including: The MFDA is reaffirming its commitment to protect vulnerable investors; Demand from institutional investors has prompted the latest expansion for CIBC Mellon; and global food costs are nearing a record high.

Ron Hanson, SVP, Head of Retirement at Mackenzie Investments, explains what’s changed, how this affects advisors, and the strategies they can implement to overcome these hurdles.

Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca including: Carney-backed alliances pledges its $130 trillion weight to climate change agreement; New ETF for Horizons ETFs; and Mogo claims world first 'green' Bitcoin

Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca including: l Financial Literacy Month is underway but how much do Canadians know about managing their money?; the number of low-income Canadian households has increased; and the CFA Institute has released the first voluntary Global ESG Disclosure Standards for Investment Products.

Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca including: capital markets cannot save the planet because they are failing to price in climate risk says KPMG; new AI-powered platform provides ESG ratings for thousands of companies and funds; and a Nova Scotia firm's stock jumps in Facebook confusion.

Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca including: Canada's financial services organizations prepare for Financial Literacy Month; FAANG stocks under pressure amid supply chain issues; and is minimum wage really helping the right people?

Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca including: Investors should not be overly worried about a potential repeat of 2013’s taper tantrum says AGF duo; funds industry has more to do on climate change goals; Musk and Bezos fortunes equal JPMorgan Chase.

Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca including: Manulife ESG experts to join Wealth Professional webinar on aligning portfolios with environmental goals; ESG investors have more choice than ever; and where do Canadians want to retire to?