WP Talk

Business EN ↓ 500 episodes

WP Talk is a podcast from Wealth Professional Canada, an online and print publication for financial advisors across the country. Go to www.wealthprofessional.ca for all the latest industry news and views or to subscribe to our daily newsletter. Financial Advice, Planning News & Resources | Wealth Professionalhttps://www.wealthprofessional.ca

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WP Talk

Episodes

Morning Briefing: Foreign investors pull back from Canadian securities 18.05.2023 4:20

Our WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca

Morning Briefing: Is the BoC's rate pause about to end? 17.05.2023 4:27

Our WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca

Morning Briefing: Retirement planning lags but Canadians certain about one thing 16.05.2023 3:58

Our WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca

Morning Briefing: What's the problem with Canada's DIY investing platforms? 15.05.2023 5:15

Our WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca

Morning Briefing: Emerge Canada shutdown by OSC 12.05.2023 4:45

our WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca

Morning Briefing: Could middle classes be locked out of financial advice? 11.05.2023 4:44

our WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca

LISTEN: CI Financial debt downgraded by S&P Global Ratings 10.05.2023 3:54

Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca

LISTEN: Client satisfaction with advisors has dropped, here's why 10.05.2023 4:54

Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca

LISTEN: Wall Street giant steps in to save US regional bank 10.05.2023 4:25

Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca

LISTEN: CI Financial to sell stake in US firm; BCSC has new enforcement power 10.05.2023 4:14

Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca

LISTEN: Canadian cottages market driven by wealth transfer, lower prices 10.05.2023 3:28

Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca

LISTEN: Is it time to rethink early withdrawals for RRIFs? 10.05.2023 4:30

Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca

Morning Briefing: Canadian business owners struggling with inflation 10.05.2023 3:46

Your WP Morning Briefing brings you a daily update of the stories we’re covering at WealthProfessional.ca including: -Inflation is damaging Canadian entrepreneurs’ mental health -6 keys to growth for financial advisors revealed in new white paper -Pension fund sues JPMorgan execs over links to Jeffrey Epstein These stories in full at wealthprofessional.ca and in our newsletters.

Episode 19 – Are naive retirees banking on 'something magical'? 09.05.2023 20:15

Are clients transitioning from the baby boomer mentality of high achievement to a more 1960s hippy-like vibe? What is true is that many people are reassessing their work-life balance in the wake of the pandemic. But according to David Little, senior investment advisor at Blue Oceans Private Wealth, iA Private Wealth Inc., many of these investors are rushing into retirement without a proper income...

Morning Briefing: Here's how the world's largest family offices are allocating 09.05.2023 4:35

Your WP Morning Briefing brings you a daily update of the stories we’re covering at WealthProfessional.ca including: -Largest family offices are risk-on, Goldman Sachs poll reveals -For such a big financial asset, why don’t all homebuyers ask an FA? -Introducing the top wealth management wholesalers of 2023: https://www.wealthprofessional.ca/best-in-wealth/top-50-best-wealth-management-wholesalers...

A Flexible Approach to Income and Managing Risk 08.05.2023 26:18

In this latest episode of WPCTalk, we discuss “A Flexible Approach to Income and Managing Risk” with the experts at Franklin Templeton Advisors. We sit down to discuss the challenges facing investors in the current market environment, income opportunities in today's market and gain perspective on recent developments in monetary policy. This episode explores the team behind the Franklin US Monthly...

Morning Briefing: Is now the time to jump into AI stocks? 08.05.2023 4:35

Your WP Morning Briefing brings you a daily update of the stories we’re covering at WealthProfessional.ca including: -Should clients load up on AI stocks or wait and see? -Starlight Investments’ $1-billion plan for UK rental home assets -New consumer groups offer a great deal of growth potential for wealth firms These stories in full at wealthprofessional.ca and in our newsletters.

Morning Briefing: More Canadian rate hikes possible says BoC 05.05.2023 3:56

Your WP Morning Briefing brings you a daily update of the stories we’re covering at WealthProfessional.ca including: -BoC could be forced to hike again warns Macklem -TD landed with $200 million bill as First Horizon deal is scrapped -Why being child friendly could be a great business decision for FAs These stories in full at wealthprofessional.ca and in our newsletters.

Morning Briefing: Canadians fear mortgage renewal hikes 04.05.2023 4:12

Your WP Morning Briefing brings you a daily update of the stories we’re covering at WealthProfessional.ca including: -Millions of Canadians already struggling with mortgage payments -Long-term care is a huge financial burden, could this be the answer? -Toronto housing market roars back to life These stories in full at wealthprofessional.ca and in our newsletters.

Morning Briefing: CI Financial debt downgraded by S&P Global Ratings 03.05.2023 3:54

Your WP Morning Briefing brings you a daily update of the stories we’re covering at WealthProfessional.ca including: CI Financial debt downgraded to junk, stock tumbles Canadian ETF flows ease and swings sharply to fixed income Global VC activity suffers as investor caution rises These stories in full at wealthprofessional.ca and in our newsletters.

Morning Briefing: Client satisfaction with advisors has dropped, here's why 02.05.2023 4:54

Your WP Morning Briefing brings you a daily update of the stories we’re covering at WealthProfessional.ca including: Inflation, volatile markets, weak returns: clients are blaming you! Entrepreneurship is key to financial freedom for new Canadians Ontario Teachers looks to increase exposure to private credit These stories in full at wealthprofessional.ca and in our newsletters.

Morning Briefing: Wall Street giant steps in to save US regional bank 01.05.2023 4:25

Your WP Morning Briefing brings you a daily update of the stories we’re covering at WealthProfessional.ca including: JPMorgan to acquire failed First Republic Bank Are robots really about to steal our jobs? WEF report released FP Canada publishes projection assumption guidelines for 2023 These stories in full at wealthprofessional.ca and in our newsletters.

Morning Briefing: New SRO gets a new name but what do you think? 28.04.2023 3:57

Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca

Is the 60/40 portfolio dead? 28.04.2023 25:54

"Back in 2019, if you were asked if the 60/40 portfolio was dead, you would likely say “no”. However, a whole lot has changed since then, and investors need to be aware of the most recent market updates. Join Michael Greenberg of Franklin Templeton Investment Solutions for this comprehensive podcast where he discusses the latest updates regarding the 60/40 portfolio. Get the latest industry insigh...

Morning Briefing: Gold heist at Pearson and what is 'pig butchering'? 28.04.2023 3:42

Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca