AI is coming for your wealth management firm
A new report from McKinsey & Company says back-office efficiency will no longer be a differentiator
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Inflation jumps to 2.4% in March driven by Iran war oil shock
Gas price saw largest monthly increase on record in March
Do bank customers have a right to an account?
Supreme Court to consider whether to allow appeal from ex-BMO client
- By: James Langton
Commercial real estate market at turning point as vacancies drop: report
Back to office momentum is chipping away at oversupply, Colliers says
Industry moves: Wellington-Altus scores team with $750M in assets
Plus, TD Wealth VP moves into advisor role and appointments across the industry
- By: Alisha Hiyate
NYSE seeks approval for tokenized trading
Exchange aims to trade tokenized versions alongside traditional securities
- By: James Langton
Anthropic’s Mythos shows need to ‘come to grips’ with AI risks: Macklem
The BoC governor says technology's evolving abilities underscore importance of cybersecurity
The loonie-oil price disconnect
Dollar responds to demand shocks, but supply shocks ignored: Scotia
- By: James Langton
SEC set to cancel advisory firms’ registrations
Firms no longer qualify for narrower online advisor exemption
- By: James Langton
Exchanges to profit from conflict-driven volatility
Trading volumes soared as war boosts uncertainty, market volatility
- By: James Langton
Risks to global credit are up: Fitch
Even if Middle East conflict abates, global risk outlook has fundamentally shifted
- By: James Langton
Wealthsimple’s new X partnership brings opportunities and risks, experts say
Arrangement could encourage more or riskier trades, critics say
Hormuz reopening won’t get oil markets back to normal right away
Oil prices may need to be "higher for longer" to rebuild stocks: analyst
Re: CIRO issues phase two of CE reform proposals
CIRO should be focused on raising advisor competence, not easing dealer compliance
- By: Harvey Naglie
CIRO issues phase two of CE reform proposals
Proposals out for 90-day comment period, final regime slated for Jan. 1, 2028
- By: James Langton
Inside Track
Harvey Naglie
Regulation
Tashia Batstone
Focus on Financial Planning
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Advisor chargebacks are bad for the industry