Marketing Info

Is the tech bubble enough to buy?

(Bloomberg) — Nearly 70% of technology stocks have fallen so far that they are in a bear market (down more…

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Promotion or not? Episode 2: Regtec Consolidation

The wealth management industry has seen some recent consolidation in the regtech space, such as Market Council and Dynasty’s acquisition…

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Should investors look to gold now?

Storing physical gold can also be a challenge. For example, in addition to needing a place to store their gold…

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How Farmland Funds Provide ESG Solutions and Fertile Returns

In fact, in 2021, Johnston estimates that the Varipath will capture 13,621 tons of carbon, equivalent to 2,951 vehicles, with…

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Advisory Innovation: Kay Lin Mehue of Merit Financial

Sponsored by LPL Financial In this episode, David Armstrong talks with Kay Lin Mehu, president of Merritt Financial Advisors, about…

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What’s on Businesses’ Pre-Federal Budget Wish Lists?

With 37% strongly agreeing, 82% say their industry is headed for a major change and investing in emerging/disruptive technology will…

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Risk the February 2022 Fintech Five

Here’s your RiskLise Fintech Five for February, focusing on what we think are the top five recent stories in wealth…

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Canadian equity-led ETF inflows in February

Energy, real estate, utilities and healthcare sector ETFs saw inflows, while technology, financial and materials sector ETFs saw outflows. Canadian…

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Why 2022 may bring a harsh awakening for individual investors

In global surveys conducted between 2016 and 2021, it was found that the equity return expectations of individual investors have…

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How much do your clients trust the financial industry?

“There is definitely work to be done for advice coming from industry,” he said, adding that the survey showed that…

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