WP Talk

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.

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 plan.

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-in-canada-2023/374484

These stories in full at wealthprofessional.ca and in our newsletters.

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 Income fund, including how the fund manages an active, flexible strategy and which type of investors are a fit for the fund. Additionally, the conversation examines growth vs. value and whether recent market moves have the potential to have a long-term impact. Finally, the episode covers the future outlook for the US and Canada for the next 12-24 months. Listen now for an insightful discussion on investing and navigating the current market landscape.

Important legal information

Commissions, trailing commissions, management fees, brokerage fees and expenses may be associated with investments in mutual funds. Please read the prospectus and fund fact document before investing. Mutual funds are not guaranteed. Their values change frequently. Past performance may not be repeated.

The views expressed are those of the investment manager and the comments, opinions and analyses are rendered as at publication date and may change without notice. The underlying assumptions and these views are subject to change based on market and other conditions and may differ from other portfolio managers or of the firm as a whole. The information provided in this material is not intended as a complete analysis of every material fact regarding any country, region or market. There is no assurance that any prediction, projection or forecast on the economy, stock market, bond market or the economic trends of the markets will be realized. The value of investments and the income from them can go down as well as up and you may not get back the full amount that you invested. Past performance is not necessarily indicative nor a guarantee of future performance. All investments involve risks, including possible loss of principal.

Products, services and information may not be available in all jurisdictions and are offered outside the U.S. by other FT affiliates and/or their distributors as local laws and regulation permits. Please consult your own financial professional or Franklin Templeton institutional contact for further information on availability of products and services in your jurisdiction.

Issued by Franklin Templeton Investments Corp., 200 King Street West, Suite 1500 Toronto, ON, M5H3T4, Fax: (416) 364-1163, (800) 387-0830, www.franklintempleton.ca.

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.

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.

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.

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.

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 creditThese stories in full at wealthprofessional.ca and in our newsletters.

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.