News

The Impact of Active Management on Private REITs: Why It Matters

The Impact of Active Management on Private REITs: Why It Matters

Equiton explains what active management means in the context of a private REIT and how advisors can effectively assess property managers

US DEA plans historic reclassification, sparking a stock rally

DEA's move boosts one subset of Canadian stocks, signalling an industry shift

US DEA plans historic reclassification, sparking a stock rally

Is your company an employer of choice?

Wealth Professional Canada is looking for the best places to work in the industry

Is your company an employer of choice?

Pandemic boosts tech use in financial planning

Study reveals how virtual meetings and FinTech are reshaping client interactions and the challenges faced

Pandemic boosts tech use in financial planning

Premium

"Bonds are fine" – the subtleties of global fixed income for portfolio diversification

How bonds offer stability and opportunity, according to Franklin Templeton's John Beck

Features

Janet Salter of Portfolio Solutions Group on the upside potential of fixed income

"The potential returns from fixed income have increased significantly from a few years ago," says Janet Salter, Vice President and Portfolio Manager at Portfolio Solutions Group (PSG), a division of Canada Life Investment Management

Trump Media shares surge amid speculation and investor tactics

An inquiry has been called for following observations on the behavior of its stock price

People moves

OSC announces new board members and strategic vision

The OSC welcomes new directors and reappoints Chair Kevan Cowan, advancing its regulatory mission

Regulators

CSA reports highlight positive trends in investment fund industry

Newly published research by the CSA shows beneficial shifts in investor and industry behaviour post-CRM2

WP Talk

What makes a great wholesaler?

Three wholesalers from WP’s Top 50 Wholesalers list break down what makes them stand out in their field.

Magazine

Wealth Professional 10.02

Investments

The Impact of Active Management on Private REITs: Why It Matters

Equiton explains what active management means in the context of a private REIT and how advisors can effectively assess property managers

The Impact of Active Management on Private REITs: Why It Matters

Pandemic boosts tech use in financial planning

Study reveals how virtual meetings and FinTech are reshaping client interactions and the challenges faced

Pandemic boosts tech use in financial planning

Manulife Wealth completes major tech upgrade

Manulife Wealth enhances advisor platform with uniFide®, improving client services and operational efficiency

Manulife Wealth completes major tech upgrade

Estateably launches new AI-driven accounting feature

Estateably unveils a new feature for accountants, streamlining estate finances with AI and automation

Estateably launches new AI-driven accounting feature

Retirement does not look the same across Canada, Fidelity Investments reveals

The firm's retirement report shows regional differences in readiness and planning

Retirement does not look the same across Canada, Fidelity Investments reveals