WP Talk

Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca including: Canada’s institutional investors are now treating meme stocks and the retail investors driving them as a force to be reckoned with; and millions of people across the OECD member nations could be running their own businesses, but face barriers to doing so.

Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca including: Canadians are spending again but their decision making could have a significant impact on the companies and industries that thrive; Evolve and Horizons ETFs in race to the Metaverse; and investors in North America are feeling a little less confident in the equity markets.

Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca including: Investors have poured almost $900 billion into equity exchange-traded and long-only funds in 2021; NTSs have some way to go to become a Canadian favourite; and Quadrus Investment Services fined 6-figure sum by MFDA.

Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca including: After 18 months of development, Trez Capital unveils first-of-its-kind U.S. equity real estate fund for Canadian retail investors; and why investors and advisors should consider corporate financial forecasts with caution according to a new report.

Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca including: Why advisors who dismiss crypto could be missing out on a fee bonanza; Alternative fund managers globally say that talent management is their number one overall business priority in 2022; and IFIC reveals the latest mutual fund and ETF sales stats.

Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca including: Canadians can't wait to share their wealth with heirs; and why wealth management firms have a fine balance when implementing tech.

Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca including: Work to establish a single regulator for Canada's investment industry is progressing; North America is now leading the way on ESG investing as it continues to adopt a mainstream position; and what are Canadians' plans for holiday spending?

Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca including: A new digital asset solution for Canada’s institutional investors has been launched by Fidelity Clearing Canada; Scotiabank updates plan for return-to-office; and Definity Financial posts Canada's largest IPO of the year.

DesignWealth’s Josue Dubon explains how his family’s experience informs his practice and why initial client meetings don’t even mention money

Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca including: Shareholders in Canada’s NEO Exchange are happy with its acquisition by Cboe Global Markets; 61% of investors would be likely to switch firms to follow their advisor; and CIBC Asset Management has bolstered its ETF shelf with four new offerings listed on the NEO Exchange.