04/24/2025
The study with organisations invested in the sector found 87% believe fund managers will increasingly look at the potential to tokenise investment funds and asset classes over the next three years.
04/17/2025
Opportunity emerges for financial advisors to build relationships with mass-affluent and high-net-worth clientele
04/17/2025
The modernization of the global workforce has transformed how the industry approaches compliance leadership.
04/16/2025
The division reported a 489% surge in its new investment assets in the fourth quarter.
04/15/2025
The global trade shock and associated uncertainties instigated by US President Donald Trump led to a deep equity market sell-off in recent weeks.
04/09/2025
The US presents us with both an immense opportunity and a significant challenge—one that we are well-positioned to address.
04/09/2025
When will mortgage rates finally drop back down near the 3% mark?
04/09/2025
If JPMorgan's ROTCE is between 6% and 18% in years one to three, then Dimon will receive 0-150% of his award, depending upon where JPMorgan's ROTCE ranks relative to rivals'.
04/08/2025
Digital Wealth Management Platforms Market Set for Explosive Growth, Projected to Reach $18.59 Billion by 2030
04/04/2025
National Bank Financial and Wealthsimple Rank Highest in Their Respective Segment
04/03/2025
Continuing the recent trend, Europe/UK equities outperformed the US and value stocks outperformed growth.
04/02/2025
The study confirms that earning an Institute certification is more than an elite professional credential - it is a proven driver of competitive outperformance for both individual advisors and advisory teams.
04/02/2025
Analysts are under pressure to deliver more, faster—automating manual workflows to stay ahead
04/01/2025
Technological innovation likely to be an important driver of growth in the delivery of financial planning services by advisors
04/01/2025
The latest Ownr survey showed a vast majority of business owners in Canada leveraging multiple income sources to fund their business and accelerate growth plans
04/01/2025
The latest Ownr survey showed a vast majority of business owners in Canada leveraging multiple income sources to fund their business and accelerate growth plans
03/28/2025
Four female wealth managers discuss the pros and cons of being a 'trailblazer' and what motivates them to keep pushing the industry forward.
03/27/2025
A slowing US economy is the first casualty of policy uncertainty.
03/27/2025
70% of those who believe their advisor is obligated to act as a fiduciary indicate they are satisfied with their relationship and less interested in finding a new provider
03/24/2025
The catalyst for rebranding was this shift from the two-legged stool of asset management