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Most Financial Advisors Surveyed Want Spot Crypto ETFs

Specifically, 69% of these advisors will use index funds for broad exposure, followed by sector-specific index funds (57%), actively managed…

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2022 RIA Age Study

The growth and impact of the Registered Investment Advisor (RIA) channel has transformed the wealth management industry in recent years.…

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Helping Canadian pre-retirees think about their second job

The sense of urgency was particularly acute in some respondents. According to a survey conducted by Ipsos, a third (32%)…

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How should advisors coach athlete clients through investment decisions?

“Compared to ordinary investors, athletes are often more likely to say ‘let’s ride it.’ And when the choices they make…

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Do you know enough about cross-border issues to advise clients?

“We have a leading cross-border wealth management practice in North America, and we’ve been doing it for a decade. We’re…

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Gig economy side hustle complicates taxes for Canadians

But only 5% of respondents said they were confident in filing their taxes, something that is complicated by a common…

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Canada top 3 for investment sentiment from global business leaders

A higher ranking is indicative of a greater likelihood of respondents making direct investments in the market over the next…

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Is the world heading towards recession by the end of 2022?

Is the world heading towards recession by the end of 2022? , money professional WPTalk Your WP Morning Briefing brings…

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Episode 16 – Are Rising Interest Rates Good for Investors?

Episode 16 – Are Rising Interest Rates Good for Investors? , money professional WPTalk Interest rates are rising – but…

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Beginner Guide

6 TikTok trends to fuel your social video content for the rest of 2022

TikTok trends move fast. Between viral dances, memes, recipes, hacks and other trends, it’s hard to keep up. Many brands…

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