Rosier Q3 results for Wall Street expected: Moody’s
Market conditions point to stronger trading, investment banking revenues
Top stories
Primerica Canada to distribute Canada Life seg funds
The deal will have no impact on existing advisors, insurer says
Letter: Financial literacy is for everyone, but it’s not one-size-fits all
Non-profit sector plays crucial role in building this life skill, writes Mélanie Valcin
Don’t go down with your client’s ship
Use these three steps to deal with clients who insist on unsuitable investments
- By: Ellen Bessner
U.S. adds a robust 254,000 jobs, unemployment dips to 4.1%
Hiring gain, up sharply from the 159,000 jobs added in August, was far more than economists had expected
Desjardins projects economic impact of U.S. presidential candidates’ policies
Forecasts are predicated on Congress passing much of each candidate's agenda — an unlikely scenario
- By: James Langton
Debt issuance surges, equities stumble: LSEG data
RBC Capital Markets topped both debt and equity league tables, data show
- By: James Langton
Banks insulated from Middle East conflict, for now
Oil shock, negative knock-on effects are the main risks for banks: DBRS
- By: James Langton
Industry moves this week
A mix of moves occurred, plus Dave Kelly officially took the lead at Richardson Wealth
- By: Katie Keir
Addressing internal challenges to wealth firms’ growth
Advisor time constraints, attrition are controllable factors
- By: David Reeve
Wellington-Altus launches subsidiary with sub-advised funds
Independent Advisor Solutions will feature suite of funds from BlackRock
- By: IE Staff
OSFI head reflects on decision to relax mortgage stress test rule
The regulator wants to be perceived as only dealing with financial institutions, not individuals
Inflation cooled further in August: OECD
Declining energy prices drive rates down, core inflation easing too
- By: James Langton
Product roundup: J.P. Morgan Asset Management launches its first ETFs in Canada
The funds are part of the firm’s Canadian expansion plans
- By: Noushin Ziafati
Higher interest rates led to fewer housing starts in 2023: CMHC
Other economic factors, government policies offset the effect of higher rates
- By: Canadian Press
Five ways to provide better advice
Improve client engagement by understanding human behaviour
- By: Jonathan Got
Avoid being sued over KYP shortfalls, expert tells IAFP symposium
Advisors should conduct independent analysis, educate clients, write detailed notes
- By: Jonathan Got
Brand Knowledge
Why are passive ETFs a low-cost solution for investors?
Learn how passive ETFs are growing in demand and can complement active strategies
- By: Desjardins
Fraudsters can now escape penalties through bankruptcy. That’s absurd