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

Retirement planning in Canada needs to embrace a broader range of options according to a new study.

A pilot scheme in Ontario recognizes the range of investment experience held by those who may fall short of requirements for accredited investor status.

Despite the fact that they are frequently written off as gimmicky fads, niche thematic funds are proven to be more robust than more mainstream funds.

Entries for Wealth Professional Canada’s Top 50 Advisors list will close this Friday, October 28. Enter Here.

These stories in full at wealthprofessional.ca and in our newsletters, plus: Chinese congress shows it’s still a good time to invest in this emerging market; Hamilton Lane unveils a senior private credit fund; and who are Wealth Professional’s Rising Stars 2022?

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

Current challenging times for the markets has seen an eyewatering reduction in the assets of Canadian mutual funds and exchange-traded funds (ETFs).

A new poll conducted by Ipsos for MNP LTD, Canada’s largest insolvency firm, has found that six in ten (59%) are worried about the impact of rising interest rates on their financial status. 

Canadian firms hoping for investment from venture capital (VC) are likely to find conditions more challenging as the year heads to a close.

Entries for Wealth Professional Canada’s Top 50 Advisors list will close this Friday, October 28. Enter Here.

These stories in full at wealthprofessional.ca and in our newsletters, plus: Why the two-year U.S. Treasury yield is an indicator to watch; Is ESG working? There’s no data to tell, says a premiere university; and how one international advisor found her home in the wealth space.

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

The current volatility in the global equity and bond markets are driving financial advisors to seek other options for their clients.

With Asset owners still trying to decide on an adequate replacement for the 60-40 portfolio, Singapore's government wealth fund GIC and MSCI have put out one potential resolution.

Canadian consumers are tightening their belts but will find the money necessary to celebrate the holidays.

A crackdown by the SEC and other watchdogs who have been investigating crypto’s naughtiest companies is proving to be a boon for the industry

These stories in full at wealthprofessional.ca and in our newsletters, plus: What fresh-faced financial advisors bring to the table; younger investors are engaged in investing and willing to pay for good advice; and clients want personal conversations – but are advisors up to it?

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

Global wealth at the end of 2021 was estimated at around US$464 trillion and there’s a significant increase ahead according to Credit Suisse.

There has been a significant decline in satisfaction among Canadian bank customers in recent months.

Most Canadian small businesses are currently doing as well or better than they were two years ago after surviving the worst of the pandemic, according to Scotiabank's third annual Path to Impact Report.

These stories in full at wealthprofessional.ca and in our newsletters, plus: a coalition calls for action on Canada's complaint-handling system; ‘We’re seeing more people want to look at GIC rates,’ says one advisor; and helping advisors avoid the risk of quiet quitting.

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

RBC takes top position in the 2022 Kantar BrandZ Top 40 Most Valuable Canadian Brands report.

As recession fears hang thick and inflation burning at a level not seen in 30 years, new research from the Montreal Economic Institute (MEI) offers a glimpse into how taxes could be aggravating cost of living issues for Canadian families.

A new global survey from UBS has found that around 40% of investors do not have a formal inheritance plan, mostly because of the complexity of dividing their wealth among intended beneficiaries.

Even millionaires are worried about their capacity to retire comfortably in the future finds Natixis IM survey.

Wealth Professional Canada wants to ring in the new year by highlighting the wealth management industry’s premier talent. Entries are now open for the 10th annual Top 50 Advisors ranking. Enter here.

These stories in full at wealthprofessional.ca and in our newsletters, plus: Inflation rate’s slight drop ‘doesn’t mean anything yet,’ say advisors; the OSC looks at Canadians' understanding and ownership of crypto; and a report reveals the ways asset managers gain clients’ trust – and lose it easily.

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

New data from Statistics Canada shows a continued divestment of foreign securities by Canadian investors.

As recession fears hang thick and inflation burning at a level not seen in 30 years, new research from the Montreal Economic Institute (MEI) offers a glimpse into how taxes could be aggravating cost of living issues for Canadian families.

While it might not sit comfortably with investors who have, or are building, an ethical portfolio, but defence stocks are gaining interest according to a new study.

Wealth Professional Canada wants to ring in the new year by highlighting the wealth management industry’s premier talent. Entries are now open for the 10th annual Top 50 Advisors ranking. Enter here.

These stories in full at wealthprofessional.ca and in our newsletters, plus: FP Canada and IQPF to explore tech’s impact on financial planning; how to tweak ETF portfolios to be more defensive; and paying back CEBA loans unlocks much-needed capital for small businesses.

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

Canadians have an increasingly negative view of the economy, and most are expecting recession according to the latest data from the Bank of Canada.

While Musk, Bezos, Zuckerberg, and Gates are the names most people would name as the wealthiest on the planet, they are outnumbered almost 10-1 by a growing cohort of super-rich with significant power and influence.

The sentiment on stocks and global growth among fund managers surveyed by Bank of America Corp. shows full capitulation, opening the way to an equities rally in 2023.

Wealth Professional Canada wants to ring in the new year by highlighting the wealth management industry’s premier talent. Entries are now open for the 10th annual Top 50 Advisors ranking. Enter here.

These stories in full at wealthprofessional.ca and in our newsletters, plus: Wall Street is facing its worst credit trading year in a decade; ‘People want to check in, so don’t wait for them to call you,’ says veteran advisor; and more Canadians are to access an innovative retirement solution through a best-in-class DC plan platform.

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

RBC has agreed to sell the European asset servicing activities of RBC Investor Services and its associated Malaysian centre of excellence.

Real estate investors are facing pressure from rising interest rates with some markets posing elevated risk according to UBS Global Wealth Management's Chief Investment Office.

US stocks and bonds will lead the way out of the current wave of market turmoil, according to respondents in the latest MLIV Pulse survey. 

Wealth Professional Canada wants to ring in the new year by highlighting the wealth management industry’s premier talent. Entries are now open for the 10th annual Top 50 Advisors ranking. Enter here.

These stories in full at wealthprofessional.ca and in our newsletters, plus: More than half of Canadians say their incomes aren’t keeping up with inflation; IIROC’s proficiency initiative is a challenge for education providers; and which factors outperform during recessions?

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

Coinsquare has become the first crypto dealer and marketplace to be registered with the Investment Industry Regulatory Organization of Canada (IIROC).

Canada’s national housing agency forecasts a big drop in housing prices as the economy enters a “modest recession” by the end of the year. 

Growing interest in private markets has made the decision of whether wealth managers should offer access to their clients a simple one.

Wealth Professional Canada wants to ring in the new year by highlighting the wealth management industry’s premier talent. Entries are now open for the 10th annual Top 50 Advisors ranking. Enter here.

These stories in full at wealthprofessional.ca and in our newsletters, plus: How model portfolios can free-up advisors' time; a call to action on Canadian wealth tech adoption; and Russell Investments announces proposed introductions of tax-managed objectives for four funds.

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

Despite a concern about economic slowdown, Canada’s small and medium sized businesses are feeling resilient.

Canadian home prices continue to ease as tougher conditions weigh on would-be homebuyers.

Canadian snowbirds are finding it harder to enjoy Florida paradise amid fierce competition in the rental and homeownership markets.

Being bad with money isn’t genetic, but that doesn’t mean it won’t get passed down the generations.

Wealth Professional Canada wants to ring in the new year by highlighting the wealth management industry’s premier talent. Entries are now open for the 10th annual Top 50 Advisors ranking. Enter here.

These stories in full at wealthprofessional.ca and in our newsletters, plus: ‘We are in a bunch of holding patterns’, says Invesco’s chief strategist; Vanguard is shuttering a US ETF for the first time; and women advisors must still sidestep men who want to be more than clients.