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What influence do platforms such as Robinhood have on retail investors and does the ‘gamification’ of investing have implications for investor protection? The OSC has been finding out.

A new joint survey by FP Canada and Angus Reid Forum explores the impact of a frequently overlooked area of spending - unconscious spending habits - on Canadians' financial lives.

Investors have long been calling for greater insights into ESG factors in the companies they may choose to invest in – and corporate finance professionals agree.

The wealth industry needs to be bold if it’s going to find its footing to serve women, said one of the women leaders presenting at the Women in Wealth online summit on Dec. 6. REGISTER NOW.

These stories in full at wealthprofessional.ca and in our newsletters, plus: iA Private Wealth unveils its US RIA firm; Most Canadians are still at post-pandemic risk with no wills or powers of attorney; and wedding wine and asset management has been a rewarding journey, says an industry veteran.

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

Canada’s financial services are facing higher costs from fraud, as the threat of more complex and frequent activity intensifies.

Three quarters of institutional investors feel that their alternative asset managers have met or exceeded performance expectations during a challenging and volatile market period.

A new study from Edward Jones Canada sheds fresh light on the financial realities faced by young people across the country.

The wealth industry needs to be bold if it’s going to find its footing to serve women, said one of the women leaders presenting at the Women in Wealth online summit on Dec. 6. REGISTER NOW.

These stories in full at wealthprofessional.ca and in our newsletters, plus: How to help clients build financial resilience to deal with still-rising inflation; why sustainable funds’ near-term challenges shouldn’t shake ESG believers; and investments in leveraged ETFs reach historic levels.

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US equity futures erased gains as a rocket strike inside the Polish border kept investors jittery about the prospect for escalation in the Russia-Ukraine war.

A 1.2% decline in Canada’s national home price in October may not be the news homeowners and real estate investors want to see, but there are some positive signs for the housing market.

Canadians’ ability to make their own economic decisions about what to buy, where to work and whether to start a business, has taken a hit in recent years.

While Canadians are facing increased risks to their financial stability in retirement, a new report from Fidelity Investments finds that those who have written financial plans feel more prepared for retirement than those who don't

The wealth industry needs to be bold if it’s going to find its footing to serve women, said one of the women leaders presenting at the Women in Wealth online summit on Dec. 6. REGISTER NOW.

These stories in full at wealthprofessional.ca and in our newsletters, plus: Will new CPI numbers show ‘immaculate disinflation’ with price drops? Why the post-recession era could ring in shorter, sharper, more volatile cycles; and debt and inflation dampen Canadians’ holiday spirit.

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Thematic investments could be shaped by some key trends in 2023 according to a new report from BlackRock.

A wealth professional with a quarter of a century of asset management experience has been promoted to a global role at Sun Life.

The co-head of global research at JPMorgan Chase & Co. and the most vocal bull on Wall Street, took another step in backing off the bullish stocks call that he had maintained throughout much of the market’s rout this year.

The wealth industry needs to be bold if it’s going to find its footing to serve women, said one of the women leaders presenting at the Women in Wealth online summit on Dec. 6. REGISTER NOW.

These stories in full at wealthprofessional.ca and in our newsletters, plus: Investors should ‘look through the valley’ of near-term volatility, says Harvest Portfolios CIO; reaction to the FTX exchange blow-up; and why financial advisors recommend sustainable funds despite greenwashing concerns.

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

Unpredictable and widespread events that impact the stock market may not be common, but the risk is always present.

There’s strong growth ahead for the global wealth management market according to a new report – and human advisors are key.

A new survey from alternative investments fintech Dynamo Solutions sheds light on the attitudes, predictions and strategic plans that could shape the landscape for asset allocators and limited partners over the next 12 months.

The wealth industry needs to be bold if it’s going to find its footing to serve women, said one of the women leaders presenting at the Women in Wealth online summit on Dec. 6. REGISTER NOW.

These stories in full at wealthprofessional.ca and in our newsletters, plus: Renewed call to tax the rich resounds in COP27; Dividend stocks have trounced the market; and ESG marketing or ESG rating: which matters more for funds?

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The Bank of Canada left the door open to further slowing of the pace of interest rate hikes, while warning the labour market faces an uneven adjustment to higher borrowing costs.

The ability to access real-time market data (RTMD) on orders and trades in Canadian equity securities could be improved by new regulation.

Individuals who work with financial professionals are more optimistic than those who don't. 

Even as budgets were being squeezed by inflation and rising interest rates, there remains demand in the housing market, but who are the typical Canadian homebuyers?

The wealth industry needs to be bold if it’s going to find its footing to serve women, said one of the women leaders presenting at the Women in Wealth online summit on Dec. 6. REGISTER NOW.

These stories in full at wealthprofessional.ca and in our newsletters, plus: why 20% of advisors are talking to their clients about ESG; demand for ‘risk-on’ assets drives boom in ETF flows; and are your clients getting caught in the ‘interest rate trap’ of GICs?

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There are fewer people in the world with net worth of at least US$30 million in the first half of 2022 than there were a year earlier.

Canadians are increasingly concerned about the finances, but it’s not necessarily young people who are feeling the pressure the most.

Allocators at public pensions, endowments and foundations, and family offices, are working harder than ever, but are not necessarily as productive.

The wealth industry needs to be bold if it’s going to find its footing to serve women, said one of the women leaders presenting at the Women in Wealth online summit on Dec. 6. REGISTER NOW.

These stories in full at wealthprofessional.ca and in our newsletters, plus: why the recession isn’t here yet, but is still coming in 2023; Picton Mahoney unveils an alternative core bond fund; and ‘Don’t get too caught up in the story of today,’ warns industry veteran.

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Tough economic conditions are pushing more Canadians into insolvency according to new official figures.

Providing care for children or dependent adults is not usually driven by money, but a new report shows the extent to which Canadians give up earning potential as a result.

Higher temperatures and more extreme weather are likely to lower Canada’s real gross domestic product by 5.8% in 2100, assuming countries around the world fully meet their climate commitments.

The wealth industry needs to be bold if it’s going to find its footing to serve women, said one of the women leaders presenting at the Women in Wealth online summit on Dec. 6. REGISTER NOW.

These stories in full at wealthprofessional.ca and in our newsletters, plus: market volatility increases demand for financial planning; Dynamic Funds announces the launch of the Dynamic Active Discount Bond ETF; and Ask an advisor matchmaker: what makes a credible book buyer?

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Canadians boosted fixed-term deposits (FTD) in the first half of 2022, smashing a three-year-old record.

A new poll from Ontario’s financial services regulator sheds light on the way consumers in the province obtain financial advice – and how they may be misled as a result.

The wealth industry needs to be bold if it’s going to find its footing to serve women, said one of the women leaders presenting at the Women in Wealth online summit on Dec. 6. REGISTER NOW.

These stories in full at wealthprofessional.ca and in our newsletters, plus: why clients can no longer rely on their business being their retirement fund; Canadian banks mustering strength for major carbon-offset push; and are we are heading toward a golden age for alternatives?

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

The data from Statistics Canada will dim expectations of recession but also make things more complicated for the Bank of Canada’s (BoC) efforts to cool inflation. 

Investors should stay bullish on equities ahead of this week’s US midterm elections, according to Morgan Stanley’s Michael Wilson.

Female portfolio managers have shown themselves to be superior asset protectors to their male counterparts throughout this year's market slump.

Financial services firms need to innovate to keep one step ahead of growing competition from fintechs and firms outside the industry.

The wealth industry needs to be bold if it’s going to find its footing to serve women, said one of the women leaders presenting at the Women in Wealth online summit on Dec. 6. REGISTER NOW.

These stories in full at wealthprofessional.ca and in our newsletters, plus: after last week’s economic update, KPMG in Canada experts break down measures on affordability, tax on share buybacks, and more; even with the pandemic inequality drop Canada has a long way to go; and why even clients who may have saved enough to retire still need advisor reassurance.