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HALF OF POLLED CANADIANS WON’T ADD TO THEIR RRSP THIS YEARAUTHOR:LEO ALMAZORA
While RRSP season is in full swing, Canadians appear to be scaling back their contribution plans as the impact of the COVID-19 pandemic prompts a re-evaluation of financial priorities, according to a new study.. In a new poll of roughly 1,500 Canadians, Edward Jones found that 52% do not plan to contribute to their RRSP this year. Among those, 44% said they can’t afford to due to the effects ADVISOR JOINS CANACCORD FROM RIVAL INDEPENDENT Advisor joins Canaccord from rival independent. Founding member of Montreal branch says leaving was difficult but that technology offering 'captures where the industry is heading'. After seeing its second takeover bid for RF Capital Group unceremoniously rebuffed, Canaccord Genuity has announced the latest addition to its roster ofadvisors
WHY HAVE I LOST MONEY ON MY BOND FUNDS AND ETFS? When a corporation borrows money in the form of a bond, they need to pay a higher interest coupon than the Government of Canada. As an example, if the Government of Canada needed to pay 1.5% coupon on a 5-year bond, an investment grade company WHY MAJOR RISKS LIE AHEAD FOR CANADIAN PENSION PLANS Q3 saw a recovery but choppy waters lie ahead and risk profiles should be adjusted, according to index. Driven by equities, Canadian pension plans’ funded position continued to recover in Q3 but major risks await, according to the Mercer Pension Health Index (MPHI). A second wave of the coronavirus, as well as the possibility of a disputed ETOBICOKE WEALTH MANAGEMENT FIRM’S CFO FIRED FOR USING Oct 13, 2020. Share. The CFO of an Etobicoke wealth management firm has been fired after being caught using a racist slur in an outburst at a golf course over the weekend, the Toronto Sun reported. Gursher Dhillon, who is of South Asian-Canadian descent, recorded the confrontation at the Georgetown Golf Club on 10th Line Saturdayafternoon.
FINANCIAL ADVICE, PLANNING NEWS & RESOURCES Episode 5 – The story behind the world's first Bitcoin ETF. WP Talk sits down with Som Seif, CEO and founder of Purpose Investments, to discuss the challenges in getting the product to market and how he went from cynic to crypto believer. 11 WINNERS ANNOUNCED ON DAY ONE OF THE 2021 WP AWARDS Day one of the 2021 Wealth Professional Awards has wrapped after an insightful afternoon of panels with our all-star finalists. As well as a number of great panel discussions on industry hot topics, half of the awards were also dished out, prompting celebrations from 11 deserving winners. The HOW DO YOU PLAN TO LEAD YOUR TEAM OUT OF THE PANDEMIC My recommendation, it starts with vision. From there, break it down in to meaningful action items on a shorter-term basis. Communicate your plan to your team and meet with the appropriate staff regularly to ensure you are on track. Remember, “Your playing small does not serve the world” so dream as big as you want to. FIVE IDEAS FOR FIXED-INCOME INVESTORS IN 2021 When you put all that together, the outlook for 2021 is better than average .”. Castle picked out five ideas for investors for 2021. 1, Discounted Closed-End Funds. Castle said: “Benjamin Graham, the great teacher of Warren Buffett and other value investors, had a penchant for closed-end mutual funds trading at a discount of morethan 15%
PRIVATE LENDER INVESTIGATED OVER ALLEGED MISUSE OF FUNDS May 03, 2021. Share. One of Canada’s largest private lenders is the subject of an investigation over alleged misappropriation of investor funds by officers and shareholders. The Ontario Securities Commission announced over the weekend that it is investigating Bridging Finance Inc. (BFI) and that PricewaterhouseCoopers (PwC) has been appointed HALF OF POLLED CANADIANS WON’T ADD TO THEIR RRSP THIS YEARAUTHOR:LEO ALMAZORA
While RRSP season is in full swing, Canadians appear to be scaling back their contribution plans as the impact of the COVID-19 pandemic prompts a re-evaluation of financial priorities, according to a new study.. In a new poll of roughly 1,500 Canadians, Edward Jones found that 52% do not plan to contribute to their RRSP this year. Among those, 44% said they can’t afford to due to the effects ADVISOR JOINS CANACCORD FROM RIVAL INDEPENDENT Advisor joins Canaccord from rival independent. Founding member of Montreal branch says leaving was difficult but that technology offering 'captures where the industry is heading'. After seeing its second takeover bid for RF Capital Group unceremoniously rebuffed, Canaccord Genuity has announced the latest addition to its roster ofadvisors
WHY HAVE I LOST MONEY ON MY BOND FUNDS AND ETFS? When a corporation borrows money in the form of a bond, they need to pay a higher interest coupon than the Government of Canada. As an example, if the Government of Canada needed to pay 1.5% coupon on a 5-year bond, an investment grade company WHY MAJOR RISKS LIE AHEAD FOR CANADIAN PENSION PLANS Q3 saw a recovery but choppy waters lie ahead and risk profiles should be adjusted, according to index. Driven by equities, Canadian pension plans’ funded position continued to recover in Q3 but major risks await, according to the Mercer Pension Health Index (MPHI). A second wave of the coronavirus, as well as the possibility of a disputed ETOBICOKE WEALTH MANAGEMENT FIRM’S CFO FIRED FOR USING Oct 13, 2020. Share. The CFO of an Etobicoke wealth management firm has been fired after being caught using a racist slur in an outburst at a golf course over the weekend, the Toronto Sun reported. Gursher Dhillon, who is of South Asian-Canadian descent, recorded the confrontation at the Georgetown Golf Club on 10th Line Saturdayafternoon.
BOC: DIGITAL ADOPTION MEANS LESS DAMAGE TO ECONOMIC 12 hours ago · Digital transformation has been hailed as a key factor in Canada’s resilience during the pandemic. Bank of Canada deputy governor Timothy Lane says that adopting technology meant that Canada “managed to avoid more serious negative shocks to the economy” thanks to the ability of individuals and organizations to adopt remote working, online shopping, and contactless restaurant E-MAGAZINE | WEALTH PROFESSIONAL The latest Wealth Professional magazines are available to read online as an e-magazine. If you would like a print copy please go to oursubscription page
11 WINNERS ANNOUNCED ON DAY ONE OF THE 2021 WP AWARDS Day one of the 2021 Wealth Professional Awards has wrapped after an insightful afternoon of panels with our all-star finalists. As well as a number of great panel discussions on industry hot topics, half of the awards were also dished out, prompting celebrations from 11 deserving winners. The FINANCIAL CRIME COMPLIANCE TO COST FINANCIAL FIRMS $214 12 hours ago · Keeping ahead of an increasingly active and sophisticated cohort of criminals means greater costs for the global financial services industry. Banks, insurers, investment firms, and asset managers are all facing bigger costs to remain compliant with anti-money laundering, transaction monitoring, and know-your-customerregulations.
BEWARE INFLATION NARRATIVES, IT'S MORE COMPLEX THAN YOU 11 hours ago · Inflation is arguably the most talked about subject in the market right now. But one chief investment strategist has warned investors that, when it comes to inflation, a powerful-sounding narrative is not a reliable gateway to understanding the future. Myles Zyblock, of 1832 Asset Management, said TOP 50 ADVISORS 2020 To compile the Top 50 Advisors list, Wealth Professional solicits nominations and submissions from advisors, industry professionals and investors. To determine which advisors make the final list, WP considers multiple factors, including overall AUM, FIVE BEST ROBO ADVISORS IN CANADA 3, CI Direct Investing. Formerly WealthBar, which was founded by Chris and Tea Nicola, CI Financial Group became a majority owner in January 2019.The robo incorporates a more active-passive hybrid model, with portfolio managers constructing its funds, which are mainly ETFfocused.
FIVE IDEAS FOR FIXED-INCOME INVESTORS IN 2021 When you put all that together, the outlook for 2021 is better than average .”. Castle picked out five ideas for investors for 2021. 1, Discounted Closed-End Funds. Castle said: “Benjamin Graham, the great teacher of Warren Buffett and other value investors, had a penchant for closed-end mutual funds trading at a discount of morethan 15%
HAVE FINANCIAL BENCHMARK COSTS HAVE GONE TOO FAR? 11 hours ago · A new report is calling on global regulators to step in and help contain what it sees as a trend of complexity and overpricing of benchmark data licenses enabled by the outsized market powers of financial market data providers. In a joint report, the ETOBICOKE WEALTH MANAGEMENT FIRM’S CFO FIRED FOR USING Oct 13, 2020. Share. The CFO of an Etobicoke wealth management firm has been fired after being caught using a racist slur in an outburst at a golf course over the weekend, the Toronto Sun reported. Gursher Dhillon, who is of South Asian-Canadian descent, recorded the confrontation at the Georgetown Golf Club on 10th Line Saturdayafternoon.
FINANCIAL ADVICE, PLANNING NEWS & RESOURCES Episode 5 – The story behind the world's first Bitcoin ETF. WP Talk sits down with Som Seif, CEO and founder of Purpose Investments, to discuss the challenges in getting the product to market and how he went from cynic to crypto believer. 11 WINNERS ANNOUNCED ON DAY ONE OF THE 2021 WP AWARDS Day one of the 2021 Wealth Professional Awards has wrapped after an insightful afternoon of panels with our all-star finalists. As well as a number of great panel discussions on industry hot topics, half of the awards were also dished out, prompting celebrations from 11 deserving winners. The HOW DO YOU PLAN TO LEAD YOUR TEAM OUT OF THE PANDEMIC My recommendation, it starts with vision. From there, break it down in to meaningful action items on a shorter-term basis. Communicate your plan to your team and meet with the appropriate staff regularly to ensure you are on track. Remember, “Your playing small does not serve the world” so dream as big as you want to. PRIVATE LENDER INVESTIGATED OVER ALLEGED MISUSE OF FUNDS May 03, 2021. Share. One of Canada’s largest private lenders is the subject of an investigation over alleged misappropriation of investor funds by officers and shareholders. The Ontario Securities Commission announced over the weekend that it is investigating Bridging Finance Inc. (BFI) and that PricewaterhouseCoopers (PwC) has been appointed FIVE IDEAS FOR FIXED-INCOME INVESTORS IN 2021 When you put all that together, the outlook for 2021 is better than average .”. Castle picked out five ideas for investors for 2021. 1, Discounted Closed-End Funds. Castle said: “Benjamin Graham, the great teacher of Warren Buffett and other value investors, had a penchant for closed-end mutual funds trading at a discount of morethan 15%
HALF OF POLLED CANADIANS WON’T ADD TO THEIR RRSP THIS YEARAUTHOR:LEO ALMAZORA
While RRSP season is in full swing, Canadians appear to be scaling back their contribution plans as the impact of the COVID-19 pandemic prompts a re-evaluation of financial priorities, according to a new study.. In a new poll of roughly 1,500 Canadians, Edward Jones found that 52% do not plan to contribute to their RRSP this year. Among those, 44% said they can’t afford to due to the effects ADVISOR JOINS CANACCORD FROM RIVAL INDEPENDENT Advisor joins Canaccord from rival independent. Founding member of Montreal branch says leaving was difficult but that technology offering 'captures where the industry is heading'. After seeing its second takeover bid for RF Capital Group unceremoniously rebuffed, Canaccord Genuity has announced the latest addition to its roster ofadvisors
WHY HAVE I LOST MONEY ON MY BOND FUNDS AND ETFS? When a corporation borrows money in the form of a bond, they need to pay a higher interest coupon than the Government of Canada. As an example, if the Government of Canada needed to pay 1.5% coupon on a 5-year bond, an investment grade company WHY MAJOR RISKS LIE AHEAD FOR CANADIAN PENSION PLANS Q3 saw a recovery but choppy waters lie ahead and risk profiles should be adjusted, according to index. Driven by equities, Canadian pension plans’ funded position continued to recover in Q3 but major risks await, according to the Mercer Pension Health Index (MPHI). A second wave of the coronavirus, as well as the possibility of a disputed ETOBICOKE WEALTH MANAGEMENT FIRM’S CFO FIRED FOR USING Oct 13, 2020. Share. The CFO of an Etobicoke wealth management firm has been fired after being caught using a racist slur in an outburst at a golf course over the weekend, the Toronto Sun reported. Gursher Dhillon, who is of South Asian-Canadian descent, recorded the confrontation at the Georgetown Golf Club on 10th Line Saturdayafternoon.
FINANCIAL ADVICE, PLANNING NEWS & RESOURCES Episode 5 – The story behind the world's first Bitcoin ETF. WP Talk sits down with Som Seif, CEO and founder of Purpose Investments, to discuss the challenges in getting the product to market and how he went from cynic to crypto believer. 11 WINNERS ANNOUNCED ON DAY ONE OF THE 2021 WP AWARDS Day one of the 2021 Wealth Professional Awards has wrapped after an insightful afternoon of panels with our all-star finalists. As well as a number of great panel discussions on industry hot topics, half of the awards were also dished out, prompting celebrations from 11 deserving winners. The HOW DO YOU PLAN TO LEAD YOUR TEAM OUT OF THE PANDEMIC My recommendation, it starts with vision. From there, break it down in to meaningful action items on a shorter-term basis. Communicate your plan to your team and meet with the appropriate staff regularly to ensure you are on track. Remember, “Your playing small does not serve the world” so dream as big as you want to. PRIVATE LENDER INVESTIGATED OVER ALLEGED MISUSE OF FUNDS May 03, 2021. Share. One of Canada’s largest private lenders is the subject of an investigation over alleged misappropriation of investor funds by officers and shareholders. The Ontario Securities Commission announced over the weekend that it is investigating Bridging Finance Inc. (BFI) and that PricewaterhouseCoopers (PwC) has been appointed FIVE IDEAS FOR FIXED-INCOME INVESTORS IN 2021 When you put all that together, the outlook for 2021 is better than average .”. Castle picked out five ideas for investors for 2021. 1, Discounted Closed-End Funds. Castle said: “Benjamin Graham, the great teacher of Warren Buffett and other value investors, had a penchant for closed-end mutual funds trading at a discount of morethan 15%
HALF OF POLLED CANADIANS WON’T ADD TO THEIR RRSP THIS YEARAUTHOR:LEO ALMAZORA
While RRSP season is in full swing, Canadians appear to be scaling back their contribution plans as the impact of the COVID-19 pandemic prompts a re-evaluation of financial priorities, according to a new study.. In a new poll of roughly 1,500 Canadians, Edward Jones found that 52% do not plan to contribute to their RRSP this year. Among those, 44% said they can’t afford to due to the effects ADVISOR JOINS CANACCORD FROM RIVAL INDEPENDENT Advisor joins Canaccord from rival independent. Founding member of Montreal branch says leaving was difficult but that technology offering 'captures where the industry is heading'. After seeing its second takeover bid for RF Capital Group unceremoniously rebuffed, Canaccord Genuity has announced the latest addition to its roster ofadvisors
WHY HAVE I LOST MONEY ON MY BOND FUNDS AND ETFS? When a corporation borrows money in the form of a bond, they need to pay a higher interest coupon than the Government of Canada. As an example, if the Government of Canada needed to pay 1.5% coupon on a 5-year bond, an investment grade company WHY MAJOR RISKS LIE AHEAD FOR CANADIAN PENSION PLANS Q3 saw a recovery but choppy waters lie ahead and risk profiles should be adjusted, according to index. Driven by equities, Canadian pension plans’ funded position continued to recover in Q3 but major risks await, according to the Mercer Pension Health Index (MPHI). A second wave of the coronavirus, as well as the possibility of a disputed ETOBICOKE WEALTH MANAGEMENT FIRM’S CFO FIRED FOR USING Oct 13, 2020. Share. The CFO of an Etobicoke wealth management firm has been fired after being caught using a racist slur in an outburst at a golf course over the weekend, the Toronto Sun reported. Gursher Dhillon, who is of South Asian-Canadian descent, recorded the confrontation at the Georgetown Golf Club on 10th Line Saturdayafternoon.
BOC: DIGITAL ADOPTION MEANS LESS DAMAGE TO ECONOMIC 11 hours ago · Digital transformation has been hailed as a key factor in Canada’s resilience during the pandemic. Bank of Canada deputy governor Timothy Lane says that adopting technology meant that Canada “managed to avoid more serious negative shocks to the economy” thanks to the ability of individuals and organizations to adopt remote working, online shopping, and contactless restaurant E-MAGAZINE | WEALTH PROFESSIONAL The latest Wealth Professional magazines are available to read online as an e-magazine. If you would like a print copy please go to oursubscription page
11 WINNERS ANNOUNCED ON DAY ONE OF THE 2021 WP AWARDS Day one of the 2021 Wealth Professional Awards has wrapped after an insightful afternoon of panels with our all-star finalists. As well as a number of great panel discussions on industry hot topics, half of the awards were also dished out, prompting celebrations from 11 deserving winners. The FINANCIAL CRIME COMPLIANCE TO COST FINANCIAL FIRMS $214 11 hours ago · Keeping ahead of an increasingly active and sophisticated cohort of criminals means greater costs for the global financial services industry. Banks, insurers, investment firms, and asset managers are all facing bigger costs to remain compliant with anti-money laundering, transaction monitoring, and know-your-customerregulations.
BEWARE INFLATION NARRATIVES, IT'S MORE COMPLEX THAN YOU 9 hours ago · Inflation is arguably the most talked about subject in the market right now. But one chief investment strategist has warned investors that, when it comes to inflation, a powerful-sounding narrative is not a reliable gateway to understanding the future. Myles Zyblock, of 1832 Asset Management, said TOP 50 ADVISORS 2020 To compile the Top 50 Advisors list, Wealth Professional solicits nominations and submissions from advisors, industry professionals and investors. To determine which advisors make the final list, WP considers multiple factors, including overall AUM, FIVE BEST ROBO ADVISORS IN CANADA 3, CI Direct Investing. Formerly WealthBar, which was founded by Chris and Tea Nicola, CI Financial Group became a majority owner in January 2019.The robo incorporates a more active-passive hybrid model, with portfolio managers constructing its funds, which are mainly ETFfocused.
FIVE IDEAS FOR FIXED-INCOME INVESTORS IN 2021 When you put all that together, the outlook for 2021 is better than average .”. Castle picked out five ideas for investors for 2021. 1, Discounted Closed-End Funds. Castle said: “Benjamin Graham, the great teacher of Warren Buffett and other value investors, had a penchant for closed-end mutual funds trading at a discount of morethan 15%
HAVE FINANCIAL BENCHMARK COSTS HAVE GONE TOO FAR? 9 hours ago · A new report is calling on global regulators to step in and help contain what it sees as a trend of complexity and overpricing of benchmark data licenses enabled by the outsized market powers of financial market data providers. In a joint report, the ETOBICOKE WEALTH MANAGEMENT FIRM’S CFO FIRED FOR USING Oct 13, 2020. Share. The CFO of an Etobicoke wealth management firm has been fired after being caught using a racist slur in an outburst at a golf course over the weekend, the Toronto Sun reported. Gursher Dhillon, who is of South Asian-Canadian descent, recorded the confrontation at the Georgetown Golf Club on 10th Line Saturdayafternoon.
FINANCIAL ADVICE, PLANNING NEWS & RESOURCES Episode 5 – The story behind the world's first Bitcoin ETF. WP Talk sits down with Som Seif, CEO and founder of Purpose Investments, to discuss the challenges in getting the product to market and how he went from cynic to crypto believer. TOP 50 ADVISORS 2020 To compile the Top 50 Advisors list, Wealth Professional solicits nominations and submissions from advisors, industry professionals and investors. To determine which advisors make the final list, WP considers multiple factors, including overall AUM, PRIVATE LENDER INVESTIGATED OVER ALLEGED MISUSE OF FUNDS May 03, 2021. Share. One of Canada’s largest private lenders is the subject of an investigation over alleged misappropriation of investor funds by officers and shareholders. The Ontario Securities Commission announced over the weekend that it is investigating Bridging Finance Inc. (BFI) and that PricewaterhouseCoopers (PwC) has been appointed FRAUDS SURGED ACROSS CANADA IN 2020 AMID PANDEMIC The top 10 frauds by dollar losses in 2020 accounted for just over 31,000 reports, compared to the 2019 top 10 list where total reports amounted to just over 23,000. From a dollar-loss perspective, victims of the top 20 for 2020 lost $92.4 million, compared to $81.2 million for the victims in 2019. Top 10 types of fraud by dollar losses (2020) WHY IT'S TIME TO INVEST IN NATURE It is time to invest in nature-based solutions. This means seizing the opportunity to protect and restore the forests and peatlands that absorb vast amounts of carbon, and the natural areas that protect communities from disease, flood, fire and other impacts of climate change. From the food on our tables to our health and well-being,nature
HOW DO YOU PLAN TO LEAD YOUR TEAM OUT OF THE PANDEMIC My recommendation, it starts with vision. From there, break it down in to meaningful action items on a shorter-term basis. Communicate your plan to your team and meet with the appropriate staff regularly to ensure you are on track. Remember, “Your playing small does not serve the world” so dream as big as you want to.LEO ALMAZORA
Leo Almazora is a news editor who has been writing for Wealth Professional Canada since 2016. His work has led him to cover a wide range of topics in the financial services industry, including ETFs, mutual funds, fintech, alternative assets and strategies, investor protection, investment industry regulation, ESG, and holisticfinancial planning.
HOW THE BRIDGING FINANCE SCANDAL HAS CRACKED TRUST IN The Ontario Superior Court of Justice handed down an order on April 30 appointing PricewaterhouseCoopers as receiver and manager over the firm’s affairs. In a submission to the court, the OSC alleges improprieties committed by certain members of Bridging Finance’s senior management team, including its founding couple David andNatasha Sharpe.
ADVISOR JOINS CANACCORD FROM RIVAL INDEPENDENT Advisor joins Canaccord from rival independent. Founding member of Montreal branch says leaving was difficult but that technology offering 'captures where the industry is heading'. After seeing its second takeover bid for RF Capital Group unceremoniously rebuffed, Canaccord Genuity has announced the latest addition to its roster ofadvisors
WHY HAVE I LOST MONEY ON MY BOND FUNDS AND ETFS? When a corporation borrows money in the form of a bond, they need to pay a higher interest coupon than the Government of Canada. As an example, if the Government of Canada needed to pay 1.5% coupon on a 5-year bond, an investment grade company FINANCIAL ADVICE, PLANNING NEWS & RESOURCES Episode 5 – The story behind the world's first Bitcoin ETF. WP Talk sits down with Som Seif, CEO and founder of Purpose Investments, to discuss the challenges in getting the product to market and how he went from cynic to crypto believer. TOP 50 ADVISORS 2020 To compile the Top 50 Advisors list, Wealth Professional solicits nominations and submissions from advisors, industry professionals and investors. To determine which advisors make the final list, WP considers multiple factors, including overall AUM, PRIVATE LENDER INVESTIGATED OVER ALLEGED MISUSE OF FUNDS May 03, 2021. Share. One of Canada’s largest private lenders is the subject of an investigation over alleged misappropriation of investor funds by officers and shareholders. The Ontario Securities Commission announced over the weekend that it is investigating Bridging Finance Inc. (BFI) and that PricewaterhouseCoopers (PwC) has been appointed FRAUDS SURGED ACROSS CANADA IN 2020 AMID PANDEMIC The top 10 frauds by dollar losses in 2020 accounted for just over 31,000 reports, compared to the 2019 top 10 list where total reports amounted to just over 23,000. From a dollar-loss perspective, victims of the top 20 for 2020 lost $92.4 million, compared to $81.2 million for the victims in 2019. Top 10 types of fraud by dollar losses (2020) WHY IT'S TIME TO INVEST IN NATURE It is time to invest in nature-based solutions. This means seizing the opportunity to protect and restore the forests and peatlands that absorb vast amounts of carbon, and the natural areas that protect communities from disease, flood, fire and other impacts of climate change. From the food on our tables to our health and well-being,nature
HOW DO YOU PLAN TO LEAD YOUR TEAM OUT OF THE PANDEMIC My recommendation, it starts with vision. From there, break it down in to meaningful action items on a shorter-term basis. Communicate your plan to your team and meet with the appropriate staff regularly to ensure you are on track. Remember, “Your playing small does not serve the world” so dream as big as you want to.LEO ALMAZORA
Leo Almazora is a news editor who has been writing for Wealth Professional Canada since 2016. His work has led him to cover a wide range of topics in the financial services industry, including ETFs, mutual funds, fintech, alternative assets and strategies, investor protection, investment industry regulation, ESG, and holisticfinancial planning.
HOW THE BRIDGING FINANCE SCANDAL HAS CRACKED TRUST IN The Ontario Superior Court of Justice handed down an order on April 30 appointing PricewaterhouseCoopers as receiver and manager over the firm’s affairs. In a submission to the court, the OSC alleges improprieties committed by certain members of Bridging Finance’s senior management team, including its founding couple David andNatasha Sharpe.
ADVISOR JOINS CANACCORD FROM RIVAL INDEPENDENT Advisor joins Canaccord from rival independent. Founding member of Montreal branch says leaving was difficult but that technology offering 'captures where the industry is heading'. After seeing its second takeover bid for RF Capital Group unceremoniously rebuffed, Canaccord Genuity has announced the latest addition to its roster ofadvisors
WHY HAVE I LOST MONEY ON MY BOND FUNDS AND ETFS? When a corporation borrows money in the form of a bond, they need to pay a higher interest coupon than the Government of Canada. As an example, if the Government of Canada needed to pay 1.5% coupon on a 5-year bond, an investment grade company BOC: DIGITAL ADOPTION MEANS LESS DAMAGE TO ECONOMIC 9 hours ago · Digital transformation has been hailed as a key factor in Canada’s resilience during the pandemic. Bank of Canada deputy governor Timothy Lane says that adopting technology meant that Canada “managed to avoid more serious negative shocks to the economy” thanks to the ability of individuals and organizations to adopt remote working, online shopping, and contactless restaurant GREEN BONDS OUTSHONE GOLD DURING COVID STORM 7 hours ago · Many may consider gold as the go-to asset to protect portfolios against market volatility, but new research suggests that those with a dose of green bonds were buffered better during the COVID-induced downturn.. In a new paper, researchers from Air University in Pakistan, the University of Otago in New Zealand, and Southern Illinois University Edwardsville examined how well gold anddifferent
HALF OF POLLED CANADIANS WON’T ADD TO THEIR RRSP THIS YEAR While RRSP season is in full swing, Canadians appear to be scaling back their contribution plans as the impact of the COVID-19 pandemic prompts a re-evaluation of financial priorities, according to a new study.. In a new poll of roughly 1,500 Canadians, Edward Jones found that 52% do not plan to contribute to their RRSP this year. Among those, 44% said they can’t afford to due to the effects FINANCIAL CRIME COMPLIANCE TO COST FINANCIAL FIRMS $214 9 hours ago · Keeping ahead of an increasingly active and sophisticated cohort of criminals means greater costs for the global financial services industry. Banks, insurers, investment firms, and asset managers are all facing bigger costs to remain compliant with anti-money laundering, transaction monitoring, and know-your-customerregulations.
BEWARE INFLATION NARRATIVES, IT'S MORE COMPLEX THAN YOU 7 hours ago · Inflation is arguably the most talked about subject in the market right now. But one chief investment strategist has warned investors that, when it comes to inflation, a powerful-sounding narrative is not a reliable gateway to understanding the future. Myles Zyblock, of 1832 Asset Management, said 10 CANADIAN STOCKS TO OWN FOR LONG-TERM RETURNS 1, TD Bank (TSX:TD) Price: $86.59. It’s not rocket science to think that Canadian financials should form part of your portfolio. But TD Bank represents an attractive, reliable option. It has recovered relatively quickly from the recession as it wasn’t as susceptible to fragilities in the global economy as some of its competitors. FIVE BEST ROBO ADVISORS IN CANADA 3, CI Direct Investing. Formerly WealthBar, which was founded by Chris and Tea Nicola, CI Financial Group became a majority owner in January 2019.The robo incorporates a more active-passive hybrid model, with portfolio managers constructing its funds, which are mainly ETFfocused.
HAVE FINANCIAL BENCHMARK COSTS GONE TOO FAR? 6 hours ago · With the increase in data usage fuelled by a surge in non-programmatic processes across the value chain of asset management, the report said data sources, distributors, and benchmark administrators have responded by developing new strategies, with providers introducing a “significant above-inflation price increase for their products, without any additional value for assetmanagers.”
BMO LAUNCHES ETF SERIES FOR U.S. ALL-CAP STRATEGY 7 hours ago · BMO Investments has just created a new way for Canadians to invest in a vaunted active strategy that looks at U.S. stocks of all sizes. The firm’s newly launched ETF series of the BMO U.S. All Cap Equity Fund, trading on the TSX under the ticker symbol ETOBICOKE WEALTH MANAGEMENT FIRM’S CFO FIRED FOR USING Oct 13, 2020. Share. The CFO of an Etobicoke wealth management firm has been fired after being caught using a racist slur in an outburst at a golf course over the weekend, the Toronto Sun reported. Gursher Dhillon, who is of South Asian-Canadian descent, recorded the confrontation at the Georgetown Golf Club on 10th Line Saturdayafternoon.
FINANCIAL ADVICE, PLANNING NEWS & RESOURCES Episode 5 – The story behind the world's first Bitcoin ETF. WP Talk sits down with Som Seif, CEO and founder of Purpose Investments, to discuss the challenges in getting the product to market and how he went from cynic to crypto believer. ARE A THIRD OF CANADIANS LIVING IN A FINANCIAL INFORMATION 14 hours ago · A new survey suggests that as Canadians continue to reel from the financial impact of the pandemic, where they get information will play a crucial part in their recovery. In its latest quarterly Financial Wellbeing Index (FWI) report, LifeWorks, which until recently was known as Morneau Shepell BANK OF CANADA REVEALS LATEST INTEREST-RATE DECISION 12 hours ago · The Bank of Canada today held its target for the overnight rate at the effective lower bound of ¼ percent, with the Bank Rate at ½ percent and the deposit rate at ¼ percent. The Bank is maintaining its extraordinary forward guidance on the path for the overnight rate. This is reinforced and BROADRIDGE SNAPS UP ADVISORSTREAM, BOLSTERING WEALTH 14 hours ago · AdvisorStream has helped drive growth and retention for advisors on its platform through personalized and consistent communications. It takes licensed content from renowned global sources such as The Wall Street Journal, Barron’s, The Globe & Mail, Forbes, and many others, then deploys it through a strategic, targeteddrip-feed approach.
11 WINNERS ANNOUNCED ON DAY ONE OF THE 2021 WP AWARDS 11 winners announced on day one of the 2021 WP Awards. After insightful panel discussions with our finalists, we crowned 11 deserving winners; don’t miss day two's packed agenda. Day one of the 2021 Wealth Professional Awards has wrapped after an insightful afternoon of panels with our all-star finalists. As well as a numberof great panel
PRIVATE LENDER INVESTIGATED OVER ALLEGED MISUSE OF FUNDS May 03, 2021. Share. One of Canada’s largest private lenders is the subject of an investigation over alleged misappropriation of investor funds by officers and shareholders. The Ontario Securities Commission announced over the weekend that it is investigating Bridging Finance Inc. (BFI) and that PricewaterhouseCoopers (PwC) has been appointed HOW DO YOU PLAN TO LEAD YOUR TEAM OUT OF THE PANDEMIC My recommendation, it starts with vision. From there, break it down in to meaningful action items on a shorter-term basis. Communicate your plan to your team and meet with the appropriate staff regularly to ensure you are on track. Remember, “Your playing small does not serve the world” so dream as big as you want to. HALF OF POLLED CANADIANS WON’T ADD TO THEIR RRSP THIS YEARAUTHOR:LEO ALMAZORA
While RRSP season is in full swing, Canadians appear to be scaling back their contribution plans as the impact of the COVID-19 pandemic prompts a re-evaluation of financial priorities, according to a new study.. In a new poll of roughly 1,500 Canadians, Edward Jones found that 52% do not plan to contribute to their RRSP this year. Among those, 44% said they can’t afford to due to the effects FIVE IDEAS FOR FIXED-INCOME INVESTORS IN 2021 When you put all that together, the outlook for 2021 is better than average .”. Castle picked out five ideas for investors for 2021. 1, Discounted Closed-End Funds. Castle said: “Benjamin Graham, the great teacher of Warren Buffett and other value investors, had a penchant for closed-end mutual funds trading at a discount of morethan 15%
WHY HAVE I LOST MONEY ON MY BOND FUNDS AND ETFS? When a corporation borrows money in the form of a bond, they need to pay a higher interest coupon than the Government of Canada. As an example, if the Government of Canada needed to pay 1.5% coupon on a 5-year bond, an investment grade company FINANCIAL ADVICE, PLANNING NEWS & RESOURCES Episode 5 – The story behind the world's first Bitcoin ETF. WP Talk sits down with Som Seif, CEO and founder of Purpose Investments, to discuss the challenges in getting the product to market and how he went from cynic to crypto believer. ARE A THIRD OF CANADIANS LIVING IN A FINANCIAL INFORMATION 14 hours ago · A new survey suggests that as Canadians continue to reel from the financial impact of the pandemic, where they get information will play a crucial part in their recovery. In its latest quarterly Financial Wellbeing Index (FWI) report, LifeWorks, which until recently was known as Morneau Shepell BANK OF CANADA REVEALS LATEST INTEREST-RATE DECISION 12 hours ago · The Bank of Canada today held its target for the overnight rate at the effective lower bound of ¼ percent, with the Bank Rate at ½ percent and the deposit rate at ¼ percent. The Bank is maintaining its extraordinary forward guidance on the path for the overnight rate. This is reinforced and BROADRIDGE SNAPS UP ADVISORSTREAM, BOLSTERING WEALTH 14 hours ago · AdvisorStream has helped drive growth and retention for advisors on its platform through personalized and consistent communications. It takes licensed content from renowned global sources such as The Wall Street Journal, Barron’s, The Globe & Mail, Forbes, and many others, then deploys it through a strategic, targeteddrip-feed approach.
11 WINNERS ANNOUNCED ON DAY ONE OF THE 2021 WP AWARDS 11 winners announced on day one of the 2021 WP Awards. After insightful panel discussions with our finalists, we crowned 11 deserving winners; don’t miss day two's packed agenda. Day one of the 2021 Wealth Professional Awards has wrapped after an insightful afternoon of panels with our all-star finalists. As well as a numberof great panel
PRIVATE LENDER INVESTIGATED OVER ALLEGED MISUSE OF FUNDS May 03, 2021. Share. One of Canada’s largest private lenders is the subject of an investigation over alleged misappropriation of investor funds by officers and shareholders. The Ontario Securities Commission announced over the weekend that it is investigating Bridging Finance Inc. (BFI) and that PricewaterhouseCoopers (PwC) has been appointed HOW DO YOU PLAN TO LEAD YOUR TEAM OUT OF THE PANDEMIC My recommendation, it starts with vision. From there, break it down in to meaningful action items on a shorter-term basis. Communicate your plan to your team and meet with the appropriate staff regularly to ensure you are on track. Remember, “Your playing small does not serve the world” so dream as big as you want to. HALF OF POLLED CANADIANS WON’T ADD TO THEIR RRSP THIS YEARAUTHOR:LEO ALMAZORA
While RRSP season is in full swing, Canadians appear to be scaling back their contribution plans as the impact of the COVID-19 pandemic prompts a re-evaluation of financial priorities, according to a new study.. In a new poll of roughly 1,500 Canadians, Edward Jones found that 52% do not plan to contribute to their RRSP this year. Among those, 44% said they can’t afford to due to the effects FIVE IDEAS FOR FIXED-INCOME INVESTORS IN 2021 When you put all that together, the outlook for 2021 is better than average .”. Castle picked out five ideas for investors for 2021. 1, Discounted Closed-End Funds. Castle said: “Benjamin Graham, the great teacher of Warren Buffett and other value investors, had a penchant for closed-end mutual funds trading at a discount of morethan 15%
WHY HAVE I LOST MONEY ON MY BOND FUNDS AND ETFS? When a corporation borrows money in the form of a bond, they need to pay a higher interest coupon than the Government of Canada. As an example, if the Government of Canada needed to pay 1.5% coupon on a 5-year bond, an investment grade company ARE A THIRD OF CANADIANS LIVING IN A FINANCIAL INFORMATION 14 hours ago · A new survey suggests that as Canadians continue to reel from the financial impact of the pandemic, where they get information will play a crucial part in their recovery. In its latest quarterly Financial Wellbeing Index (FWI) report, LifeWorks, which until recently was known as Morneau Shepell BANK OF CANADA REVEALS LATEST INTEREST-RATE DECISION 12 hours ago · The Bank of Canada today held its target for the overnight rate at the effective lower bound of ¼ percent, with the Bank Rate at ½ percent and the deposit rate at ¼ percent. The Bank is maintaining its extraordinary forward guidance on the path for the overnight rate. This is reinforced and BOC ALMOST CERTAIN TO HOLD RATES BUT HIKES ARE GETTING 15 hours ago · The low interest rate environment has been a big help to many Canadians - not just during the pandemic – while others are hoping a rate rise is ahead to boost their investments. As the Bank of Canada (BoC) prepares to announce its latest interest rate decision Wednesday (June 9), there is little 4 IN 10 CANADIANS PLAN TO SPEND LESS THAN USUAL THIS A significant share of existing and prospective clients may have some spare cash to invest this summer. With another year of uncertainty around vacations, 30% of Canadians say they will not be taking one this year with another 35% uncertain or delaying their FIVE BEST ROBO ADVISORS IN CANADA 14 hours ago · 1, Wealthsimple. An obvious starting point and the clear marketing success on this list. Who hasn’t heard of Wealthsimple? Led by the precocious CEO Michael Katchen, backed by Power Corp., and charging 0.4% to 0.5% management fee, it puts your money into a variety of ETFs from the likes of iShares, Vanguard, BMOand Powershares.
BROADRIDGE SNAPS UP ADVISORSTREAM, BOLSTERING WEALTH 14 hours ago · AdvisorStream has helped drive growth and retention for advisors on its platform through personalized and consistent communications. It takes licensed content from renowned global sources such as The Wall Street Journal, Barron’s, The Globe & Mail, Forbes, and many others, then deploys it through a strategic, targeteddrip-feed approach.
ADVANCES ON DEALER PLATFORMS SUPERCHARGE THE INVESTOR 1 day ago · In the past several years, a client-advisor interface has improved through technology advances, such as better stock quotation systems, more effective client order management, discretionary portfolio management platforms for advisors for product access and analytics, and digitalized client access to accounts and information on firm websites. HOW DO YOU PLAN TO LEAD YOUR TEAM OUT OF THE PANDEMIC My recommendation, it starts with vision. From there, break it down in to meaningful action items on a shorter-term basis. Communicate your plan to your team and meet with the appropriate staff regularly to ensure you are on track. Remember, “Your playing small does not serve the world” so dream as big as you want to. HOW CLIENTS ARE SAFEGUARDING THEIR WEALTH TRANSFER 1 day ago · The biggest wealth transfer in history is under way and grandparents across the country are grappling with the most efficient way to leave their hard-earned savings to their children and grandchildren. Carol Willes, Director of Estate Planning, BMO Private Wealth, told WP there are three main WHO IS THE MOST TRUSTED INVESTMENT FIRM IN CANADA The J.D. Power 2020 Canada Full-Service Investor Satisfaction Study has found the most, and least, trusted investment firms in Canada. Edward Jones tops the table for the eighth year running with a score of 836 out of 1,000. Assante took second prize with 829 and Raymond James, with 813 points, ranked third.. Credential sits in the relegation spot with a score of 737, below the industry FINANCIAL ADVICE, PLANNING NEWS & RESOURCES Episode 5 – The story behind the world's first Bitcoin ETF. WP Talk sits down with Som Seif, CEO and founder of Purpose Investments, to discuss the challenges in getting the product to market and how he went from cynic to crypto believer. ARE A THIRD OF CANADIANS LIVING IN A FINANCIAL INFORMATION 3 hours ago · A new survey suggests that as Canadians continue to reel from the financial impact of the pandemic, where they get information will play a crucial part in their recovery. In its latest quarterly Financial Wellbeing Index (FWI) report, LifeWorks, which until recently was known as Morneau Shepell BANK OF CANADA REVEALS LATEST INTEREST-RATE DECISION The Bank of Canada today held its target for the overnight rate at the effective lower bound of ¼ percent, with the Bank Rate at ½ percent and the deposit rate at ¼ percent. The Bank is maintaining its extraordinary forward guidance on the path for the overnight rate. This is reinforced and BROADRIDGE SNAPS UP ADVISORSTREAM, BOLSTERING WEALTH 3 hours ago · AdvisorStream has helped drive growth and retention for advisors on its platform through personalized and consistent communications. It takes licensed content from renowned global sources such as The Wall Street Journal, Barron’s, The Globe & Mail, Forbes, and many others, then deploys it through a strategic, targeteddrip-feed approach.
11 WINNERS ANNOUNCED ON DAY ONE OF THE 2021 WP AWARDS 11 winners announced on day one of the 2021 WP Awards. After insightful panel discussions with our finalists, we crowned 11 deserving winners; don’t miss day two's packed agenda. Day one of the 2021 Wealth Professional Awards has wrapped after an insightful afternoon of panels with our all-star finalists. As well as a numberof great panel
PRIVATE LENDER INVESTIGATED OVER ALLEGED MISUSE OF FUNDS May 03, 2021. Share. One of Canada’s largest private lenders is the subject of an investigation over alleged misappropriation of investor funds by officers and shareholders. The Ontario Securities Commission announced over the weekend that it is investigating Bridging Finance Inc. (BFI) and that PricewaterhouseCoopers (PwC) has been appointed HOW DO YOU PLAN TO LEAD YOUR TEAM OUT OF THE PANDEMIC My recommendation, it starts with vision. From there, break it down in to meaningful action items on a shorter-term basis. Communicate your plan to your team and meet with the appropriate staff regularly to ensure you are on track. Remember, “Your playing small does not serve the world” so dream as big as you want to. HALF OF POLLED CANADIANS WON’T ADD TO THEIR RRSP THIS YEARAUTHOR:LEO ALMAZORA
While RRSP season is in full swing, Canadians appear to be scaling back their contribution plans as the impact of the COVID-19 pandemic prompts a re-evaluation of financial priorities, according to a new study.. In a new poll of roughly 1,500 Canadians, Edward Jones found that 52% do not plan to contribute to their RRSP this year. Among those, 44% said they can’t afford to due to the effects FIVE IDEAS FOR FIXED-INCOME INVESTORS IN 2021 When you put all that together, the outlook for 2021 is better than average .”. Castle picked out five ideas for investors for 2021. 1, Discounted Closed-End Funds. Castle said: “Benjamin Graham, the great teacher of Warren Buffett and other value investors, had a penchant for closed-end mutual funds trading at a discount of morethan 15%
WHY HAVE I LOST MONEY ON MY BOND FUNDS AND ETFS? When a corporation borrows money in the form of a bond, they need to pay a higher interest coupon than the Government of Canada. As an example, if the Government of Canada needed to pay 1.5% coupon on a 5-year bond, an investment grade company FINANCIAL ADVICE, PLANNING NEWS & RESOURCES Episode 5 – The story behind the world's first Bitcoin ETF. WP Talk sits down with Som Seif, CEO and founder of Purpose Investments, to discuss the challenges in getting the product to market and how he went from cynic to crypto believer. ARE A THIRD OF CANADIANS LIVING IN A FINANCIAL INFORMATION 3 hours ago · A new survey suggests that as Canadians continue to reel from the financial impact of the pandemic, where they get information will play a crucial part in their recovery. In its latest quarterly Financial Wellbeing Index (FWI) report, LifeWorks, which until recently was known as Morneau Shepell BANK OF CANADA REVEALS LATEST INTEREST-RATE DECISION The Bank of Canada today held its target for the overnight rate at the effective lower bound of ¼ percent, with the Bank Rate at ½ percent and the deposit rate at ¼ percent. The Bank is maintaining its extraordinary forward guidance on the path for the overnight rate. This is reinforced and BROADRIDGE SNAPS UP ADVISORSTREAM, BOLSTERING WEALTH 3 hours ago · AdvisorStream has helped drive growth and retention for advisors on its platform through personalized and consistent communications. It takes licensed content from renowned global sources such as The Wall Street Journal, Barron’s, The Globe & Mail, Forbes, and many others, then deploys it through a strategic, targeteddrip-feed approach.
11 WINNERS ANNOUNCED ON DAY ONE OF THE 2021 WP AWARDS 11 winners announced on day one of the 2021 WP Awards. After insightful panel discussions with our finalists, we crowned 11 deserving winners; don’t miss day two's packed agenda. Day one of the 2021 Wealth Professional Awards has wrapped after an insightful afternoon of panels with our all-star finalists. As well as a numberof great panel
PRIVATE LENDER INVESTIGATED OVER ALLEGED MISUSE OF FUNDS May 03, 2021. Share. One of Canada’s largest private lenders is the subject of an investigation over alleged misappropriation of investor funds by officers and shareholders. The Ontario Securities Commission announced over the weekend that it is investigating Bridging Finance Inc. (BFI) and that PricewaterhouseCoopers (PwC) has been appointed HOW DO YOU PLAN TO LEAD YOUR TEAM OUT OF THE PANDEMIC My recommendation, it starts with vision. From there, break it down in to meaningful action items on a shorter-term basis. Communicate your plan to your team and meet with the appropriate staff regularly to ensure you are on track. Remember, “Your playing small does not serve the world” so dream as big as you want to. HALF OF POLLED CANADIANS WON’T ADD TO THEIR RRSP THIS YEARAUTHOR:LEO ALMAZORA
While RRSP season is in full swing, Canadians appear to be scaling back their contribution plans as the impact of the COVID-19 pandemic prompts a re-evaluation of financial priorities, according to a new study.. In a new poll of roughly 1,500 Canadians, Edward Jones found that 52% do not plan to contribute to their RRSP this year. Among those, 44% said they can’t afford to due to the effects FIVE IDEAS FOR FIXED-INCOME INVESTORS IN 2021 When you put all that together, the outlook for 2021 is better than average .”. Castle picked out five ideas for investors for 2021. 1, Discounted Closed-End Funds. Castle said: “Benjamin Graham, the great teacher of Warren Buffett and other value investors, had a penchant for closed-end mutual funds trading at a discount of morethan 15%
WHY HAVE I LOST MONEY ON MY BOND FUNDS AND ETFS? When a corporation borrows money in the form of a bond, they need to pay a higher interest coupon than the Government of Canada. As an example, if the Government of Canada needed to pay 1.5% coupon on a 5-year bond, an investment grade company ARE A THIRD OF CANADIANS LIVING IN A FINANCIAL INFORMATION 3 hours ago · A new survey suggests that as Canadians continue to reel from the financial impact of the pandemic, where they get information will play a crucial part in their recovery. In its latest quarterly Financial Wellbeing Index (FWI) report, LifeWorks, which until recently was known as Morneau Shepell BANK OF CANADA REVEALS LATEST INTEREST-RATE DECISION The Bank of Canada today held its target for the overnight rate at the effective lower bound of ¼ percent, with the Bank Rate at ½ percent and the deposit rate at ¼ percent. The Bank is maintaining its extraordinary forward guidance on the path for the overnight rate. This is reinforced and BOC ALMOST CERTAIN TO HOLD RATES BUT HIKES ARE GETTING 4 hours ago · The low interest rate environment has been a big help to many Canadians - not just during the pandemic – while others are hoping a rate rise is ahead to boost their investments. As the Bank of Canada (BoC) prepares to announce its latest interest rate decision Wednesday (June 9), there is little 4 IN 10 CANADIANS PLAN TO SPEND LESS THAN USUAL THIS A significant share of existing and prospective clients may have some spare cash to invest this summer. With another year of uncertainty around vacations, 30% of Canadians say they will not be taking one this year with another 35% uncertain or delaying their FIVE BEST ROBO ADVISORS IN CANADA 3 hours ago · 1, Wealthsimple. An obvious starting point and the clear marketing success on this list. Who hasn’t heard of Wealthsimple? Led by the precocious CEO Michael Katchen, backed by Power Corp., and charging 0.4% to 0.5% management fee, it puts your money into a variety of ETFs from the likes of iShares, Vanguard, BMOand Powershares.
BROADRIDGE SNAPS UP ADVISORSTREAM, BOLSTERING WEALTH 3 hours ago · AdvisorStream has helped drive growth and retention for advisors on its platform through personalized and consistent communications. It takes licensed content from renowned global sources such as The Wall Street Journal, Barron’s, The Globe & Mail, Forbes, and many others, then deploys it through a strategic, targeteddrip-feed approach.
ADVANCES ON DEALER PLATFORMS SUPERCHARGE THE INVESTOR 1 day ago · In the past several years, a client-advisor interface has improved through technology advances, such as better stock quotation systems, more effective client order management, discretionary portfolio management platforms for advisors for product access and analytics, and digitalized client access to accounts and information on firm websites. HOW DO YOU PLAN TO LEAD YOUR TEAM OUT OF THE PANDEMIC My recommendation, it starts with vision. From there, break it down in to meaningful action items on a shorter-term basis. Communicate your plan to your team and meet with the appropriate staff regularly to ensure you are on track. Remember, “Your playing small does not serve the world” so dream as big as you want to. HOW CLIENTS ARE SAFEGUARDING THEIR WEALTH TRANSFER 1 day ago · The biggest wealth transfer in history is under way and grandparents across the country are grappling with the most efficient way to leave their hard-earned savings to their children and grandchildren. Carol Willes, Director of Estate Planning, BMO Private Wealth, told WP there are three main WHO IS THE MOST TRUSTED INVESTMENT FIRM IN CANADA The J.D. Power 2020 Canada Full-Service Investor Satisfaction Study has found the most, and least, trusted investment firms in Canada. Edward Jones tops the table for the eighth year running with a score of 836 out of 1,000. Assante took second prize with 829 and Raymond James, with 813 points, ranked third.. Credential sits in the relegation spot with a score of 737, below the industry FINANCIAL ADVICE, PLANNING NEWS & RESOURCES Episode 5 – The story behind the world's first Bitcoin ETF. WP Talk sits down with Som Seif, CEO and founder of Purpose Investments, to discuss the challenges in getting the product to market and how he went from cynic to crypto believer. 1 IN 5 CANADIAN WEALTH CLIENTS WILL SWITCH FIRMS WITHIN 2 hours ago · Given the wide-reaching impact of the coronavirus pandemic, the competition for client assets among Canadian wealth firms is as fierce as ever. And according to research from EY, firms that want to emerge successful will have to work hard and E-MAGAZINE | WEALTH PROFESSIONALPROFESSIONAL MAGAZINE SUBSCRIPTION The latest Wealth Professional magazines are available to read online as an e-magazine. If you would like a print copy please go to oursubscription page
ADVANCES ON DEALER PLATFORMS SUPERCHARGE THE INVESTOR 2 hours ago · In the past several years, a client-advisor interface has improved through technology advances, such as better stock quotation systems, more effective client order management, discretionary portfolio management platforms for advisors for product access and analytics, and digitalized client access to accounts and information on firm websites. DEALER PLATFORM ADVANCES FUEL WEALTH INDUSTRY PERFORMANCE 2 hours ago · Canada’s investment industry defied the odds last year, delivering stellar financial results even as the COVID pandemic battered the broader economy. And within that context of strong earnings across all dealer categories, one segment emerged as the cream of the crop. “The wealth management HOW CLIENTS ARE SAFEGUARDING THEIR WEALTH TRANSFER 2 hours ago · The biggest wealth transfer in history is under way and grandparents across the country are grappling with the most efficient way to leave their hard-earned savings to their children and grandchildren. Carol Willes, Director of Estate Planning, BMO Private Wealth, told WP there are three main TOP 50 ADVISORS 2020 To compile the Top 50 Advisors list, Wealth Professional solicits nominations and submissions from advisors, industry professionals and investors. To determine which advisors make the final list, WP considers multiple factors, including overall AUM, ARE NFTS THE FUTURE OF INVESTING OR AN ENVIRONMENTAL 4 hours ago · NFTs are based on blockchain, like cryptos, and the promise is that using this technology ensures authenticity of creations. Essentially, if you buy an NFT – which could be art, music, or another digital creation – you know it’s the real deal. HOW DO YOU PLAN TO LEAD YOUR TEAM OUT OF THE PANDEMIC My recommendation, it starts with vision. From there, break it down in to meaningful action items on a shorter-term basis. Communicate your plan to your team and meet with the appropriate staff regularly to ensure you are on track. Remember, “Your playing small does not serve the world” so dream as big as you want to. WHY HAVE I LOST MONEY ON MY BOND FUNDS AND ETFS? When a corporation borrows money in the form of a bond, they need to pay a higher interest coupon than the Government of Canada. As an example, if the Government of Canada needed to pay 1.5% coupon on a 5-year bond, an investment grade company FINANCIAL ADVICE, PLANNING NEWS & RESOURCES Episode 5 – The story behind the world's first Bitcoin ETF. WP Talk sits down with Som Seif, CEO and founder of Purpose Investments, to discuss the challenges in getting the product to market and how he went from cynic to crypto believer. 1 IN 5 CANADIAN WEALTH CLIENTS WILL SWITCH FIRMS WITHIN 2 hours ago · Given the wide-reaching impact of the coronavirus pandemic, the competition for client assets among Canadian wealth firms is as fierce as ever. And according to research from EY, firms that want to emerge successful will have to work hard and ADVANCES ON DEALER PLATFORMS SUPERCHARGE THE INVESTOR 2 hours ago · In the past several years, a client-advisor interface has improved through technology advances, such as better stock quotation systems, more effective client order management, discretionary portfolio management platforms for advisors for product access and analytics, and digitalized client access to accounts and information on firm websites. DEALER PLATFORM ADVANCES FUEL WEALTH INDUSTRY PERFORMANCE 2 hours ago · Canada’s investment industry defied the odds last year, delivering stellar financial results even as the COVID pandemic battered the broader economy. And within that context of strong earnings across all dealer categories, one segment emerged as the cream of the crop. “The wealth management E-MAGAZINE | WEALTH PROFESSIONALPROFESSIONAL MAGAZINE SUBSCRIPTION The latest Wealth Professional magazines are available to read online as an e-magazine. If you would like a print copy please go to oursubscription page
HOW CLIENTS ARE SAFEGUARDING THEIR WEALTH TRANSFER 2 hours ago · The biggest wealth transfer in history is under way and grandparents across the country are grappling with the most efficient way to leave their hard-earned savings to their children and grandchildren. Carol Willes, Director of Estate Planning, BMO Private Wealth, told WP there are three main TOP 50 ADVISORS 2020 To compile the Top 50 Advisors list, Wealth Professional solicits nominations and submissions from advisors, industry professionals and investors. To determine which advisors make the final list, WP considers multiple factors, including overall AUM, PRIVATE LENDER INVESTIGATED OVER ALLEGED MISUSE OF FUNDS May 03, 2021. Share. One of Canada’s largest private lenders is the subject of an investigation over alleged misappropriation of investor funds by officers and shareholders. The Ontario Securities Commission announced over the weekend that it is investigating Bridging Finance Inc. (BFI) and that PricewaterhouseCoopers (PwC) has been appointed HOW DO YOU PLAN TO LEAD YOUR TEAM OUT OF THE PANDEMIC My recommendation, it starts with vision. From there, break it down in to meaningful action items on a shorter-term basis. Communicate your plan to your team and meet with the appropriate staff regularly to ensure you are on track. Remember, “Your playing small does not serve the world” so dream as big as you want to. WHY HAVE I LOST MONEY ON MY BOND FUNDS AND ETFS? When a corporation borrows money in the form of a bond, they need to pay a higher interest coupon than the Government of Canada. As an example, if the Government of Canada needed to pay 1.5% coupon on a 5-year bond, an investment grade company 1 IN 5 CANADIAN WEALTH CLIENTS WILL SWITCH FIRMS WITHIN 2 hours ago · Given the wide-reaching impact of the coronavirus pandemic, the competition for client assets among Canadian wealth firms is as fierce as ever. And according to research from EY, firms that want to emerge successful will have to work hard and DEALER PLATFORM ADVANCES FUEL WEALTH INDUSTRY PERFORMANCE 2 hours ago · Canada’s investment industry defied the odds last year, delivering stellar financial results even as the COVID pandemic battered the broader economy. And within that context of strong earnings across all dealer categories, one segment emerged as the cream of the crop. “The wealth management BOND ETFS COMMANDING $1 TRILLION SHRUG AT FED'S EXIT 23 hours ago · The Federal Reserve delivered such a gift to the exchange-traded fund industry amid the throes of the pandemic that analysts say its exit will hardly be felt.. The central bank on Monday will start reversing its surprise decision last March to scoop up bond ETFs as part of efforts to keep credit flowing amid the coronavirus crash. That move ushered a surge of inflows into bond ETFs, meaning ADVANCES ON DEALER PLATFORMS SUPERCHARGE THE INVESTOR 2 hours ago · In the past several years, a client-advisor interface has improved through technology advances, such as better stock quotation systems, more effective client order management, discretionary portfolio management platforms for advisors for product access and analytics, and digitalized client access to accounts and information on firm websites. HOW CLIENTS ARE SAFEGUARDING THEIR WEALTH TRANSFER 2 hours ago · The biggest wealth transfer in history is under way and grandparents across the country are grappling with the most efficient way to leave their hard-earned savings to their children and grandchildren. Carol Willes, Director of Estate Planning, BMO Private Wealth, told WP there are three main ARE NFTS THE FUTURE OF INVESTING OR AN ENVIRONMENTAL 4 hours ago · NFTs are based on blockchain, like cryptos, and the promise is that using this technology ensures authenticity of creations. Essentially, if you buy an NFT – which could be art, music, or another digital creation – you know it’s the real deal. NEO POISED ‘TO HAVE AN EVEN BIGGER IMPACT ON THE INDUSTRY 1 day ago · Jos Schmitt promised there was “more to come” after being recognized with the Lifetime Achievement in the Financial Planning Industry award by WP.. The co-founder, president and CEO of the NEO Group received the coveted honour, which recognized his distinguished service to the wealth management and financial planning profession, at last week's 2021 WP Awards virtual ceremony. HOW DO YOU PLAN TO LEAD YOUR TEAM OUT OF THE PANDEMIC My recommendation, it starts with vision. From there, break it down in to meaningful action items on a shorter-term basis. Communicate your plan to your team and meet with the appropriate staff regularly to ensure you are on track. Remember, “Your playing small does not serve the world” so dream as big as you want to. HOUSING MARKET REMAINS ELEVATED IN MAJOR MARKETS DESPITE 1 day ago · Home sales in Canada’s hottest housing markets eased in May but remained near all-time highs. High demand continues to clash with tight supply and both Toronto and Vancouver posted sales well above their 10-year averages according to recently MORE THAN JUST AN ADVISOR 1 day ago · She’s a mother of three, an author, a financial advisor, a black belt and so much more. Mary Hagerman is a portfolio manager and investment advisor with Raymond James based in Montreal, and she has been an advisor for more than 30 years. She’s been a discretionary portfolio manager for almost 10 years, and it was after the financial crisis of 2008 that she made a dedicated switch tohaving
FINANCIAL ADVICE, PLANNING NEWS & RESOURCES Episode 5 – The story behind the world's first Bitcoin ETF. WP Talk sits down with Som Seif, CEO and founder of Purpose Investments, to discuss the challenges in getting the product to market and how he went from cynic to crypto believer. 1 IN 5 CANADIAN WEALTH CLIENTS WILL SWITCH FIRMS WITHIN 2 hours ago · Given the wide-reaching impact of the coronavirus pandemic, the competition for client assets among Canadian wealth firms is as fierce as ever. And according to research from EY, firms that want to emerge successful will have to work hard and E-MAGAZINE | WEALTH PROFESSIONALPROFESSIONAL MAGAZINE SUBSCRIPTION The latest Wealth Professional magazines are available to read online as an e-magazine. If you would like a print copy please go to oursubscription page
ADVANCES ON DEALER PLATFORMS SUPERCHARGE THE INVESTOR 2 hours ago · In the past several years, a client-advisor interface has improved through technology advances, such as better stock quotation systems, more effective client order management, discretionary portfolio management platforms for advisors for product access and analytics, and digitalized client access to accounts and information on firm websites. DEALER PLATFORM ADVANCES FUEL WEALTH INDUSTRY PERFORMANCE 2 hours ago · Canada’s investment industry defied the odds last year, delivering stellar financial results even as the COVID pandemic battered the broader economy. And within that context of strong earnings across all dealer categories, one segment emerged as the cream of the crop. “The wealth management HOW CLIENTS ARE SAFEGUARDING THEIR WEALTH TRANSFER 2 hours ago · The biggest wealth transfer in history is under way and grandparents across the country are grappling with the most efficient way to leave their hard-earned savings to their children and grandchildren. Carol Willes, Director of Estate Planning, BMO Private Wealth, told WP there are three main TOP 50 ADVISORS 2020 To compile the Top 50 Advisors list, Wealth Professional solicits nominations and submissions from advisors, industry professionals and investors. To determine which advisors make the final list, WP considers multiple factors, including overall AUM, ARE NFTS THE FUTURE OF INVESTING OR AN ENVIRONMENTAL 4 hours ago · NFTs are based on blockchain, like cryptos, and the promise is that using this technology ensures authenticity of creations. Essentially, if you buy an NFT – which could be art, music, or another digital creation – you know it’s the real deal. HOW DO YOU PLAN TO LEAD YOUR TEAM OUT OF THE PANDEMIC My recommendation, it starts with vision. From there, break it down in to meaningful action items on a shorter-term basis. Communicate your plan to your team and meet with the appropriate staff regularly to ensure you are on track. Remember, “Your playing small does not serve the world” so dream as big as you want to. WHY HAVE I LOST MONEY ON MY BOND FUNDS AND ETFS? When a corporation borrows money in the form of a bond, they need to pay a higher interest coupon than the Government of Canada. As an example, if the Government of Canada needed to pay 1.5% coupon on a 5-year bond, an investment grade company FINANCIAL ADVICE, PLANNING NEWS & RESOURCES Episode 5 – The story behind the world's first Bitcoin ETF. WP Talk sits down with Som Seif, CEO and founder of Purpose Investments, to discuss the challenges in getting the product to market and how he went from cynic to crypto believer. 1 IN 5 CANADIAN WEALTH CLIENTS WILL SWITCH FIRMS WITHIN 2 hours ago · Given the wide-reaching impact of the coronavirus pandemic, the competition for client assets among Canadian wealth firms is as fierce as ever. And according to research from EY, firms that want to emerge successful will have to work hard and E-MAGAZINE | WEALTH PROFESSIONALPROFESSIONAL MAGAZINE SUBSCRIPTION The latest Wealth Professional magazines are available to read online as an e-magazine. If you would like a print copy please go to oursubscription page
ADVANCES ON DEALER PLATFORMS SUPERCHARGE THE INVESTOR 2 hours ago · In the past several years, a client-advisor interface has improved through technology advances, such as better stock quotation systems, more effective client order management, discretionary portfolio management platforms for advisors for product access and analytics, and digitalized client access to accounts and information on firm websites. DEALER PLATFORM ADVANCES FUEL WEALTH INDUSTRY PERFORMANCE 2 hours ago · Canada’s investment industry defied the odds last year, delivering stellar financial results even as the COVID pandemic battered the broader economy. And within that context of strong earnings across all dealer categories, one segment emerged as the cream of the crop. “The wealth management HOW CLIENTS ARE SAFEGUARDING THEIR WEALTH TRANSFER 2 hours ago · The biggest wealth transfer in history is under way and grandparents across the country are grappling with the most efficient way to leave their hard-earned savings to their children and grandchildren. Carol Willes, Director of Estate Planning, BMO Private Wealth, told WP there are three main TOP 50 ADVISORS 2020 To compile the Top 50 Advisors list, Wealth Professional solicits nominations and submissions from advisors, industry professionals and investors. To determine which advisors make the final list, WP considers multiple factors, including overall AUM, ARE NFTS THE FUTURE OF INVESTING OR AN ENVIRONMENTAL 4 hours ago · NFTs are based on blockchain, like cryptos, and the promise is that using this technology ensures authenticity of creations. Essentially, if you buy an NFT – which could be art, music, or another digital creation – you know it’s the real deal. HOW DO YOU PLAN TO LEAD YOUR TEAM OUT OF THE PANDEMIC My recommendation, it starts with vision. From there, break it down in to meaningful action items on a shorter-term basis. Communicate your plan to your team and meet with the appropriate staff regularly to ensure you are on track. Remember, “Your playing small does not serve the world” so dream as big as you want to. WHY HAVE I LOST MONEY ON MY BOND FUNDS AND ETFS? When a corporation borrows money in the form of a bond, they need to pay a higher interest coupon than the Government of Canada. As an example, if the Government of Canada needed to pay 1.5% coupon on a 5-year bond, an investment grade company 1 IN 5 CANADIAN WEALTH CLIENTS WILL SWITCH FIRMS WITHIN 2 hours ago · Given the wide-reaching impact of the coronavirus pandemic, the competition for client assets among Canadian wealth firms is as fierce as ever. And according to research from EY, firms that want to emerge successful will have to work hard and DEALER PLATFORM ADVANCES FUEL WEALTH INDUSTRY PERFORMANCE 2 hours ago · Canada’s investment industry defied the odds last year, delivering stellar financial results even as the COVID pandemic battered the broader economy. And within that context of strong earnings across all dealer categories, one segment emerged as the cream of the crop. “The wealth management BOND ETFS COMMANDING $1 TRILLION SHRUG AT FED'S EXIT 23 hours ago · The Federal Reserve delivered such a gift to the exchange-traded fund industry amid the throes of the pandemic that analysts say its exit will hardly be felt.. The central bank on Monday will start reversing its surprise decision last March to scoop up bond ETFs as part of efforts to keep credit flowing amid the coronavirus crash. That move ushered a surge of inflows into bond ETFs, meaning ADVANCES ON DEALER PLATFORMS SUPERCHARGE THE INVESTOR 2 hours ago · In the past several years, a client-advisor interface has improved through technology advances, such as better stock quotation systems, more effective client order management, discretionary portfolio management platforms for advisors for product access and analytics, and digitalized client access to accounts and information on firm websites. HOW CLIENTS ARE SAFEGUARDING THEIR WEALTH TRANSFER 2 hours ago · The biggest wealth transfer in history is under way and grandparents across the country are grappling with the most efficient way to leave their hard-earned savings to their children and grandchildren. Carol Willes, Director of Estate Planning, BMO Private Wealth, told WP there are three main ARE NFTS THE FUTURE OF INVESTING OR AN ENVIRONMENTAL 4 hours ago · NFTs are based on blockchain, like cryptos, and the promise is that using this technology ensures authenticity of creations. Essentially, if you buy an NFT – which could be art, music, or another digital creation – you know it’s the real deal. NEO POISED ‘TO HAVE AN EVEN BIGGER IMPACT ON THE INDUSTRY 1 day ago · Jos Schmitt promised there was “more to come” after being recognized with the Lifetime Achievement in the Financial Planning Industry award by WP.. The co-founder, president and CEO of the NEO Group received the coveted honour, which recognized his distinguished service to the wealth management and financial planning profession, at last week's 2021 WP Awards virtual ceremony. HOW DO YOU PLAN TO LEAD YOUR TEAM OUT OF THE PANDEMIC My recommendation, it starts with vision. From there, break it down in to meaningful action items on a shorter-term basis. Communicate your plan to your team and meet with the appropriate staff regularly to ensure you are on track. Remember, “Your playing small does not serve the world” so dream as big as you want to. HOUSING MARKET REMAINS ELEVATED IN MAJOR MARKETS DESPITE 1 day ago · Home sales in Canada’s hottest housing markets eased in May but remained near all-time highs. High demand continues to clash with tight supply and both Toronto and Vancouver posted sales well above their 10-year averages according to recently MORE THAN JUST AN ADVISOR 1 day ago · She’s a mother of three, an author, a financial advisor, a black belt and so much more. Mary Hagerman is a portfolio manager and investment advisor with Raymond James based in Montreal, and she has been an advisor for more than 30 years. She’s been a discretionary portfolio manager for almost 10 years, and it was after the financial crisis of 2008 that she made a dedicated switch tohaving
FINANCIAL ADVICE, PLANNING NEWS & RESOURCES Episode 5 – The story behind the world's first Bitcoin ETF. WP Talk sits down with Som Seif, CEO and founder of Purpose Investments, to discuss the challenges in getting the product to market and how he went from cynic to crypto believer. 1 IN 5 CANADIAN WEALTH CLIENTS WILL SWITCH FIRMS WITHIN 41 minutes ago · Given the wide-reaching impact of the coronavirus pandemic, the competition for client assets among Canadian wealth firms is as fierce as ever. And according to research from EY, firms that want to emerge successful will have to work hard and E-MAGAZINE | WEALTH PROFESSIONALPROFESSIONAL MAGAZINE SUBSCRIPTION The latest Wealth Professional magazines are available to read online as an e-magazine. If you would like a print copy please go to oursubscription page
ADVANCES ON DEALER PLATFORMS SUPERCHARGE THE INVESTOR 42 minutes ago · In the past several years, a client-advisor interface has improved through technology advances, such as better stock quotation systems, more effective client order management, discretionary portfolio management platforms for advisors for product access and analytics, and digitalized client access to accounts and information on firm websites. DEALER PLATFORM ADVANCES FUEL WEALTH INDUSTRY PERFORMANCE 41 minutes ago · Canada’s investment industry defied the odds last year, delivering stellar financial results even as the COVID pandemic battered the broader economy. And within that context of strong earnings across all dealer categories, one segment emerged as HOW CLIENTS ARE SAFEGUARDING THEIR WEALTH TRANSFER 42 minutes ago · The biggest wealth transfer in history is under way and grandparents across the country are grappling with the most efficient way to leave their hard-earned savings to their children and grandchildren. Carol Willes, Director of Estate Planning, BMO Private Wealth, told WP there are three main TOP 50 ADVISORS 2020 To compile the Top 50 Advisors list, Wealth Professional solicits nominations and submissions from advisors, industry professionals and investors. To determine which advisors make the final list, WP considers multiple factors, including overall AUM, ARE NFTS THE FUTURE OF INVESTING OR AN ENVIRONMENTAL 2 hours ago · NFTs are based on blockchain, like cryptos, and the promise is that using this technology ensures authenticity of creations. Essentially, if you buy an NFT – which could be art, music, or another digital creation – you know it’s the real deal. HOW DO YOU PLAN TO LEAD YOUR TEAM OUT OF THE PANDEMIC My recommendation, it starts with vision. From there, break it down in to meaningful action items on a shorter-term basis. Communicate your plan to your team and meet with the appropriate staff regularly to ensure you are on track. Remember, “Your playing small does not serve the world” so dream as big as you want to. WHY HAVE I LOST MONEY ON MY BOND FUNDS AND ETFS? When a corporation borrows money in the form of a bond, they need to pay a higher interest coupon than the Government of Canada. As an example, if the Government of Canada needed to pay 1.5% coupon on a 5-year bond, an investment grade company FINANCIAL ADVICE, PLANNING NEWS & RESOURCES Episode 5 – The story behind the world's first Bitcoin ETF. WP Talk sits down with Som Seif, CEO and founder of Purpose Investments, to discuss the challenges in getting the product to market and how he went from cynic to crypto believer. 1 IN 5 CANADIAN WEALTH CLIENTS WILL SWITCH FIRMS WITHIN 41 minutes ago · Given the wide-reaching impact of the coronavirus pandemic, the competition for client assets among Canadian wealth firms is as fierce as ever. And according to research from EY, firms that want to emerge successful will have to work hard and E-MAGAZINE | WEALTH PROFESSIONALPROFESSIONAL MAGAZINE SUBSCRIPTION The latest Wealth Professional magazines are available to read online as an e-magazine. If you would like a print copy please go to oursubscription page
ADVANCES ON DEALER PLATFORMS SUPERCHARGE THE INVESTOR 42 minutes ago · In the past several years, a client-advisor interface has improved through technology advances, such as better stock quotation systems, more effective client order management, discretionary portfolio management platforms for advisors for product access and analytics, and digitalized client access to accounts and information on firm websites. DEALER PLATFORM ADVANCES FUEL WEALTH INDUSTRY PERFORMANCE 41 minutes ago · Canada’s investment industry defied the odds last year, delivering stellar financial results even as the COVID pandemic battered the broader economy. And within that context of strong earnings across all dealer categories, one segment emerged as HOW CLIENTS ARE SAFEGUARDING THEIR WEALTH TRANSFER 42 minutes ago · The biggest wealth transfer in history is under way and grandparents across the country are grappling with the most efficient way to leave their hard-earned savings to their children and grandchildren. Carol Willes, Director of Estate Planning, BMO Private Wealth, told WP there are three main TOP 50 ADVISORS 2020 To compile the Top 50 Advisors list, Wealth Professional solicits nominations and submissions from advisors, industry professionals and investors. To determine which advisors make the final list, WP considers multiple factors, including overall AUM, ARE NFTS THE FUTURE OF INVESTING OR AN ENVIRONMENTAL 2 hours ago · NFTs are based on blockchain, like cryptos, and the promise is that using this technology ensures authenticity of creations. Essentially, if you buy an NFT – which could be art, music, or another digital creation – you know it’s the real deal. HOW DO YOU PLAN TO LEAD YOUR TEAM OUT OF THE PANDEMIC My recommendation, it starts with vision. From there, break it down in to meaningful action items on a shorter-term basis. Communicate your plan to your team and meet with the appropriate staff regularly to ensure you are on track. Remember, “Your playing small does not serve the world” so dream as big as you want to. WHY HAVE I LOST MONEY ON MY BOND FUNDS AND ETFS? When a corporation borrows money in the form of a bond, they need to pay a higher interest coupon than the Government of Canada. As an example, if the Government of Canada needed to pay 1.5% coupon on a 5-year bond, an investment grade company 1 IN 5 CANADIAN WEALTH CLIENTS WILL SWITCH FIRMS WITHIN 41 minutes ago · Given the wide-reaching impact of the coronavirus pandemic, the competition for client assets among Canadian wealth firms is as fierce as ever. And according to research from EY, firms that want to emerge successful will have to work hard and DEALER PLATFORM ADVANCES FUEL WEALTH INDUSTRY PERFORMANCE 41 minutes ago · Canada’s investment industry defied the odds last year, delivering stellar financial results even as the COVID pandemic battered the broader economy. And within that context of strong earnings across all dealer categories, one segment emerged as BOND ETFS COMMANDING $1 TRILLION SHRUG AT FED'S EXIT 21 hours ago · The Federal Reserve delivered such a gift to the exchange-traded fund industry amid the throes of the pandemic that analysts say its exit will hardly be felt.. The central bank on Monday will start reversing its surprise decision last March to scoop up bond ETFs as part of efforts to keep credit flowing amid the coronavirus crash. That move ushered a surge of inflows into bond ETFs, meaning ADVANCES ON DEALER PLATFORMS SUPERCHARGE THE INVESTOR 42 minutes ago · In the past several years, a client-advisor interface has improved through technology advances, such as better stock quotation systems, more effective client order management, discretionary portfolio management platforms for advisors for product access and analytics, and digitalized client access to accounts and information on firm websites. HOW CLIENTS ARE SAFEGUARDING THEIR WEALTH TRANSFER 42 minutes ago · The biggest wealth transfer in history is under way and grandparents across the country are grappling with the most efficient way to leave their hard-earned savings to their children and grandchildren. Carol Willes, Director of Estate Planning, BMO Private Wealth, told WP there are three main ARE NFTS THE FUTURE OF INVESTING OR AN ENVIRONMENTAL 2 hours ago · NFTs are based on blockchain, like cryptos, and the promise is that using this technology ensures authenticity of creations. Essentially, if you buy an NFT – which could be art, music, or another digital creation – you know it’s the real deal. NEO POISED ‘TO HAVE AN EVEN BIGGER IMPACT ON THE INDUSTRY 1 day ago · Jos Schmitt promised there was “more to come” after being recognized with the Lifetime Achievement in the Financial Planning Industry award by WP.. The co-founder, president and CEO of the NEO Group received the coveted honour, which recognized his distinguished service to the wealth management and financial planning profession, at last week's 2021 WP Awards virtual ceremony. HOW DO YOU PLAN TO LEAD YOUR TEAM OUT OF THE PANDEMIC My recommendation, it starts with vision. From there, break it down in to meaningful action items on a shorter-term basis. Communicate your plan to your team and meet with the appropriate staff regularly to ensure you are on track. Remember, “Your playing small does not serve the world” so dream as big as you want to. HOUSING MARKET REMAINS ELEVATED IN MAJOR MARKETS DESPITE 1 day ago · Home sales in Canada’s hottest housing markets eased in May but remained near all-time highs. High demand continues to clash with tight supply and both Toronto and Vancouver posted sales well above their 10-year averages according to recently MORE THAN JUST AN ADVISOR 1 day ago · She’s a mother of three, an author, a financial advisor, a black belt and so much more. Mary Hagerman is a portfolio manager and investment advisor with Raymond James based in Montreal, and she has been an advisor for more than 30 years. She’s been a discretionary portfolio manager for almost 10 years, and it was after the financial crisis of 2008 that she made a dedicated switch tohaving
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