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Former LPL CIO Bert White to Lead Strategy at Carson Group

Bert White, who served as Chief Investment Officer at LPL Financial for the past 14 years, joins the Omaha-based Carson…

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Brookfield billionaire flat reveals the secret behind 3,700% return

(Bloomberg) — Bruce Flatt, the head of one of the world’s largest alternative-investment companies, encourages his employees to make small…

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Are technological improvements here to stay?

The technology was already showing above market returns before the pandemic, but the advent of COVID-19 in 2020 supercharged its…

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How can customers increase their success with greater digitization?

Gerry noted that people of all ages – not just younger Canadians – have become more digitally savvy in the…

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$10,000 wire transfer over the air after alleged Big Six bank error

After a two-month battle with the banks, the CIBC Ombudsman determined that the bank was not at fault, but offered…

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Predictive Power of Yield Curve

One of the benefits of producing material on the financial markets for an extended period of time1 It is that…

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How to Read Genius Portfolio’s Back, Rolling and Calendar Year Returns

One thing that forms the basis of an investor’s decision to invest, exit, or over-invest in any financial product is…

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The financial gap between the younger and retired generations has widened

Importantly, fewer people said they had to retire early due to unforeseen circumstances, and a higher percentage indicated they were…

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Homeownership plans take a backseat after pandemic

The prospect of an increase in mortgage rates has prompted 51% of Canadians aged 18 to 34 to postpone their…

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‘They were producing returns in line with Bernie Madoff’

“As someone from Saskatchewan, I was disappointed to hear the news,” Willow CEO Logan Yergens told Wealth Professional. Based in…

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