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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.

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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.

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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.

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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.

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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?

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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.

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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.

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While the Canadian system is stable and among the top third of the systems ranked, it is beaten by 12 countries including Australia, the UK, Norway, Israel, and Uruguay.

An attacker has spirited away about US$100 million from decentralized finance provider Mango.

Young investors say that relying on traditional stocks and bonds is not the way to build wealth.

A 73% majority of wealth managers worldwide are either invested in illiquid assets or are considering doing so in the upcoming year

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 to position portfolios if inflation is turning the corner; How to help clients considering if they should be Alberta-bound; and new research gives a sneak peek into which celebrities have done best after joining the VC circle.

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Canada’s Ombudsman for Banking Services and Investments (OBSI) is a step closer to gaining stronger capabilities for complaints handling.

Institutional investors are set to significantly increase the share of their assets under management (AUM) that are ESG-related.

Goldman Sachs Group Inc. analysts say it’s “too early” to price in a dovish turn in Federal Reserve policy 

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: Why most young people shouldn't set money aside for their retirement; What supply chain shifts will mean for global investors; and how can advisors help clients through stressful economic times?

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Sustainable investment (SI) is now a dominant force in portfolios across the globe with allocations surpassing public equity in 2022.

Investors poured the most money into cash since April 2020 on fears of a looming recession, but stocks could see further declines as they don’t fully reflect that risk, say Bank of America Corp. strategists.

Canadians are spending more on their cards than pre-pandemic according to a new report from RBC..

These stories in full at wealthprofessional.ca and in our newsletters, plus: Global bond funds saw their worst downturn since at least 1990; NEI Investments and Invesco Canada enter a strategic collaboration; and in our new Other Life feature: an RBC portfolio manager discovered his Ride to Conquer Cancer passion.