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Who are the best Canadian advisors?

Entries for Wealth Professionals Canada’s 5-Star Advisors End Next Week

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AdvisorEngine retires Junxure brand. money management

According to an announcement, AdvisorEngine is removing the Junxure brand from its cloud-based client relationship management tool, renaming the system…

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Securities Regulators Issue New Crypto Fraud Alerts

The regulator cited reports of investors being directed to a crypto asset trading platform where they could convert their funds…

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How the ‘new wave’ of infrastructure opens up investment opportunities

Already, the Biden administration has committed US$65 billion to build reliable high-speed Internet over broadband infrastructure, and $75 billion to…

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David Booth’s Dimensional is already the largest active ETF firm

(Bloomberg) — David Booth’s Dimensional Fund Advisors has seized the crown of largest active ETF manager 14 months after Quant…

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Credit card debt problems affect consumers’ mental health

“Consumers can often be tricked into thinking their debt isn’t ‘too much’ by not realizing how easily problems spiral out…

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Wall Street’s ‘model portfolio’ boom slammed into new paper

(Bloomberg) — A rapidly growing $4.9 trillion arm of the US asset management industry is funneling investor cash into funds…

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Why are some firms scrambling after the CFR deadline?

Most firms fall into the third category; Deliberately and systematically, they focused their attention on conflict of interest provisions to…

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Tech stocks settle while banks heat up in 2022 rotation

(Bloomberg) — Technology stocks are out of favor, while previously abandoned bank stocks are popular again, as a steady jump…

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How Alberta Consultants Helped Its Clients Rise From the Ashes

As the tragedy slowly receded into the past, a silver lining slowly emerged. As luck would have it, the wife…

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