AI tools for financial advisors are already here
From meeting prep to constructing financial plans, here's how advisors are making use of new tech
- By: Mark Burgess
- September 28, 2023 September 28, 2023
- 13:22
Top Stories in News
Fake Epstein investigation fraudster gets jail
Serial scammer duped companies out of over US$1 million to fund fictional investigations
- By: James Langton
- September 27, 2023 September 27, 2023
- 16:33
Climate funds growing alongside global temps
Assets growing but portfolio companies not on track to avert disaster
- By: James Langton
- September 27, 2023 September 27, 2023
- 14:55
Why aren’t more advisors incorporating home equity into retirement plans?
New research looks at what's preventing advisors from recommending home equity release schemes
- By: Mark Burgess
- September 27, 2023 November 10, 2023
- 14:25
Record population growth persists: StatsCan
At current rates, population would double in 25 years
- By: James Langton
- September 27, 2023 September 27, 2023
- 14:02
U.S. consumer spending to cool sharply: Fitch
Households to curtail spending amid softer labour markets, easing wage growth
- By: James Langton
- September 27, 2023 September 27, 2023
- 13:27
Blackstone officially opens Canadian office in Toronto
Move comes as interest grows in alternative assets
- By: Mark Burgess
- September 27, 2023 September 27, 2023
- 11:57
Crypto Ponzi schemer sentenced
Investors were promised profits from crypto trading and mining
- By: James Langton
- September 26, 2023 September 26, 2023
- 16:57
Clients may be more open to discussing serious illness planning than death planning
Help clients prepare for a serious illness
- By: Melissa Shin
- September 26, 2023 September 26, 2023
- 16:29
From the Regulators
FP Canada calls for fee fairness under title protection
FSRA's fee rule for credentialing bodies exempts CIRO from full costs
- By: Michelle Schriver
- September 26, 2023 September 26, 2023
- 15:48
Industry News
Feds unlock another $20 billion for low-cost rental construction financing: Freeland
The government is raising the limit on the Canada Mortgage Bonds program to $60 billion
- By: The Canadian Press
- September 26, 2023 September 26, 2023
- 15:24
From the Regulators
BCSC settles with participants in consultant scheme
Firm admitted insider trading, abusive market conduct
- By: James Langton
- September 26, 2023 September 26, 2023
- 15:12
With costs projected to increase 9% in fiscal 2024, CIRO’s fees are also heading higher
Fees for investment dealers to rise 6.4%, annual report says
- By: James Langton
- September 26, 2023 September 26, 2023
- 14:14
A tariff exemption was Canada’s salvation in 2025. It’s ‘absolutely’ at risk in 2026
Officials are preparing for a review of the Canada-U.S.-Mexico trade agreement in 2026
- By: Craig Lord, The Canadian Press
- December 22, 2025 December 22, 2025
- 08:24
AI names push stock markets higher on Friday
'Hot print' from Micron Technologies boosted enthusiasm for tech stocks, says portfolio manager
- By: Daniel Johnson, The Canadian Press
- December 19, 2025 December 19, 2025
- 17:15
Wage growth slowing, ECB data shows
Central bank sees slowdown in wage gains from collective agreements
- By: James Langton
- December 19, 2025 December 19, 2025
- 16:43
Dramatic increase in Fintrac fines coming, but their effectiveness is less clear
The increase is part of an effort to beef up anti-money laundering measures
- By: Ian Bickis, The Canadian Press
- December 22, 2025 December 22, 2025
- 08:12
SEC sanctions Canadian over pump-and-dumps
Accountant allegedly found assets used to lure investors to schemes
- By: James Langton
- December 19, 2025 December 19, 2025
- 15:39
Executive banned in failed real estate scheme
OSC forgoes monetary sanctions, amid bankruptcy, ongoing litigation
- By: James Langton
- December 19, 2025 December 19, 2025
- 14:56
Tech roundup: Toronto-based wealthtech expands to Montreal, NYC
Plus, a new TD partnership, and Toronto fintech becomes dark pool partner
- By: Jonathan Got
- December 22, 2025 December 22, 2025
- 08:00
Industry moves: Michelle Connolly joins Q Wealth
Plus, Raymond James gains Richardson advisor, and promotions at BMO, CI GAM, Wellington-Altus and more
- By: Alisha Hiyate
- December 19, 2025 December 19, 2025
- 16:50
ASC extends safe harbour regime to climate-related disclosures
Provincial regulator can halt trading when misinformation circulates
- By: Jonathan Got
- December 19, 2025 December 19, 2025
- 10:47
Industry moves: Richardson Wealth, CIBC Wood Gundy and CI Assante score veteran teams
Plus, Wellington-Alus Private Counsel and Ninepoint Partners add new talent
- By: Alisha Hiyate
- October 3, 2025 November 12, 2025
- 17:39
Industry moves: John MacIntyre named chair of TD Bank
Also, moves at Mackenzie Investments, Edward Jones Canada and the CSA
- By: Alisha Hiyate
- August 4, 2025 August 1, 2025
- 00:33
Industry moves: Huston Loke leaves FSRA
Plus, moves at BMO Private Wealth, Fiera Capital and CIBC GAM
- By: Alisha Hiyate
- July 18, 2025 July 18, 2025
- 17:06
Investment fund sales, assets climbed in November: SIMA
Mutual fund, ETF AUM rose for the seventh consecutive month
- By: Noushin Ziafati
- December 19, 2025 December 19, 2025
- 11:58
Product roundup: Ardian brings evergreen PE fund to Canada
Plus, other product launches and news, including more ESG fund terminations
- By: Noushin Ziafati
- December 15, 2025 December 16, 2025
- 11:29
The ETF year in review
More than 300 new products landed in 2025 — a new record
- By: Rudy Luukko
- December 12, 2025 December 12, 2025
- 13:24