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How Croesus is opening up new possibilities for UMA users

Firm’s president shares how new Wealthtech solution brings top-tier flexibility and automation to centralized portfolio managers

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What are your top investment predictions for 2022?

In anticipation of O’Micron’s subsequent recovery, she says cyclical stocks will outperform defensive and secular growth stocks in early 22022,…

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Why the market is at greatest risk of ‘scaring itself’ over the reaction of central banks

Joyce said the real concern is that the global economy must deal with an additional demand bump, noting that businesses…

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IIROC suspends advisor over risky naked options strategy

The Shield was suspended until October 20, 2022 and was liquidated for $40.00. In addition, he or she must pay…

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Who will be the CFO in 2022 as the pressure builds to give more?

But becoming a CFO in 2022 is more than just keeping the money flowing and taking care of corporate assets.…

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The biggest threat to investors in 2022 revealed by securities regulators

The North American Securities Administrators Association (NASAA) says that although it urges caution about any popular and unregulated investments, those…

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Securities regulators warn of dangers of unregulated crypto

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

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Passive ETFs to make headlines in 2021

For three years, actively managed ETF launches outstripped the passive. However, index-tracking, passively managed ETFs took more control in 2021.…

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How the fight against climate change has opened up a new asset class

“Carbon credits are a new asset class for many investors, and they tend to be unrelated to many other commodities…

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No added value in increasing transition, says Fiera Capital founder

When that position effectively disappeared due to the restructuring of Fiera Capital, Desjardins offered LeMay the role of global president…

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