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Record inflows for global thematic funds but Canadians remain cautious

Last year began with an inflow of $755 million to Canadian thematic funds in the first quarter, but fell to…

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Strong inflows in thematic funds, record launches globally

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

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IIROC bans former advisor for unauthorized pandemic trading

As per the Settlement Agreement, the Client opened an RRSP and LIRA Account with MAT on or around December 23,…

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Choir announces first certified, inaugural partner conventions

Choir, a diversity technical forum and certification program for financial services conventions, announces the first group of choir certified and…

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Will offices in US energy corridors benefit from rising oil prices?

The war in Ukraine may seem distant, but consumers are reminded not only of its devastating toll on Ukrainians, but…

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Eight Must Reads for the CRE Industry on March 25, 2022

As The New York Times reports, some of the largest US cities will experience a population loss in 2021. JustSecurity…

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SEC wins jury trial against firm accused of lack of share class

According to the Securities and Exchange Commission, a jury this week found that Ambassador Advisors, a Pennsylvania-based investment advisory firm,…

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Edward Johnson III, Fund Pioneer at Fidelity, Dies at 91

(Bloomberg) — Edward “Ned” Johnson III, who revolutionized the wealth-management industry by promoting mutual funds for retirement plans and money…

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stagflation risk

A reader asks: Is there any way to prepare for stagflation? Any actionable ideas? Stagflation is an economic environment characterized…

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Miami office boom pushing deeper into posh residential areas

(Bloomberg) — Miami-based financial and technology firm is boosting the office market in the sunny South Florida city at a…

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