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Bond roll

Hang on to your bonds

After a volatile first half, fixed-income assets have begun to offer greater diversification opportunities

  • July 4, 2025 July 4, 2025
  • 15:30

Why clients change their mind

Young clients who say they want to retire early are probably wrong

  • June 27, 2025 June 27, 2025
  • 12:47

Three lessons from Canadian family offices

Despite continued weakness on the M&A front, Canada's family offices are wading back in

  • June 20, 2025 June 20, 2025
  • 16:48

If your firm won’t advise them, who will?

Firms that penalize advisors for serving clients with low levels of investable assets have lost sight of the industry's purpose

  • June 13, 2025 June 13, 2025
  • 16:45
Donald Trump

Mid-year market pulse: Navigating 2025 amid uncertainty

Markets cling to optimism as geopolitical and economic uncertainty test the limits of investor faith

  • June 23, 2025 June 23, 2025
  • 16:24

What investors can expect in 2025

Uncertain policy backdrop, divergence among central banks and risk of re-emerging inflation are forecast to shape the investing landscape

  • December 11, 2024 December 11, 2024
  • 10:00

Investable themes for 2024’s second half

Capitalize on opportunities in bonds, the energy transition and innovation

  • June 26, 2024 June 26, 2024
  • 16:00

Amid slower growth, investors can seize these opportunities in 2024

Drive returns for clients with fixed income, the energy transition and innovative companies

  • December 13, 2023 December 13, 2023
  • 10:00
Tashia Batstone
Focus on Financial Planning

Tashia Batstone

change

Coopetition is good for advisors, clients and the industry at large

Why financial planners and other financial services professionals work better together

  • June 18, 2025 June 18, 2025
  • 13:30

To connect with financial planning clients, building trust is essential

Planner-client relationships thrive on communication and confidence

  • April 1, 2025 April 1, 2025
  • 13:44

Professional standards matter more than ever

We must continue to ensure the integrity of the profession, and strengthen Canadians’ trust in it

  • February 11, 2025 February 10, 2025
  • 06:59

Breaking down barriers to financial planning access

Professional planners have a vital role to play in helping underserved Canadians

  • December 9, 2024 December 9, 2024
  • 16:00
Securities Law

Matthew Taylor

hands holding planet

Would an ESG safe harbour help our capital markets weather any new storms?

Issuers don’t need the protection of a second safe harbour — forward-looking information is already covered

  • June 12, 2025 June 10, 2025
  • 01:57

The trouble with finfluencers

Recent decisions by securities regulators highlight the harm social media influencers can do, and the trouble advisors can get into

  • May 12, 2025 May 12, 2025
  • 13:51

Ontario Court of Appeal decisions split on crypto platform class actions

Investor protections and the enforceability of international user agreements remain uncertain

  • April 29, 2025 April 28, 2025
  • 05:24

Ontario’s proposed civil procedure reforms could increase litigation costs for financial professionals

Draft changes risk driving up insurance premiums and making early settlement more difficult in advisor loss cases

  • April 14, 2025 April 14, 2025
  • 08:26
Risks faced by retired clients

Applying a risk-budgeting framework

How to construct and reallocate portfolios through a risk-first lens

  • June 12, 2025 June 11, 2025
  • 01:17

The total portfolio

Correlated markets demand a new best practice in portfolio construction: 40/30/30

  • March 5, 2025 March 5, 2025
  • 15:46

Unlocking tax alpha in client portfolios

These five strategies enhance tax efficiency in non-registered accounts

  • March 20, 2024 March 20, 2024
  • 15:00

Make more for your client by losing less

Defensively constructed portfolios can outperform in the long run

  • December 13, 2023 December 12, 2023
  • 10:00