Marketing Info

Why Individual Investors and Professionals Aren’t Aligned on Returns

He says interest rates in particular are of concern because he considers what could happen to economies and stock markets…

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How will Russia’s invasion of Ukraine affect the client portfolio?

Rob McClelland told WP that his clients’ portfolios range from 50% to 90% equities, with an average of 70%, which…

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Wealthscope partners with Andex Systems

“We are excited to welcome Wealthscope to the Andex community. By providing clean, secure data from any source, we help…

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Why Individual Investors and Professionals Aren’t Tracking Returns

He says interest rates in particular are of concern because he considers what could happen to economies and stock markets…

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How will the Ukrainian invasion affect the client portfolio?

“Right now, it’s a lot of noise, but these are the same businesses they were last week, and I think…

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How can you promote client-family funding discussions?

The Let’s Talk Money: Seniors Series can be found on the CFEE website with a link to Scotiabank’s Seniors Resource…

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CFA Institute hopes to fuel the cultural transformation of the investment industry

The CFA Institute for the Investment Profession in the United States and Canada (DEI Code) The Diversity, Equity and Inclusion…

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Canadian institutional investors respond to Russia’s sanctions

Your WP Morning Briefing brings you daily updates of the stories being covered at WealthProfessional.ca

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Pennsylvania Passes Best Interest Annuity Rule

Pennsylvania is the 19th state to pass a ‘best interest’ rule relating to annuity sales and recommendations based on the…

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Must read for CRE Industry on February 10th. 25, 2022

The Wall Street Journal looks at how inflation could affect the infrastructure bill. According to The New York Times, companies…

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