12/19/2023
Morning Coffee: the JPMorgan banker who doesn’t want Jamie Dimon’s job. The AI robot that could save your career.
No matter how ambitious you are or how happy in your current job
Comment, Analysis & Research
12/18/2023
Asset management giant opens door for US-style exec bonus structures
It noted that there had been an increased push towards remuneration structures that are more closely aligned to US-style pay
12/18/2023
Central banks set to remain cautious
Fed, ECB and BoE expected to maintain interest rates at current levels, consider rate cut around mid-2024
12/14/2023
Is tax management top of mind?
This means many clients are likely missing out on tax management opportunities available throughout the year.
12/14/2023
Help Wealthy Clients Pass on Philanthropic Values to Their Children
It’s time to have uncomfortable conversations; advisors must step up.
12/13/2023
Building a new operations talent pipeline
New George Brown program begins January, training candidates for admin, operations, compliance & sales roles
12/13/2023
Markets pricing in good news on inflation and rates
Behind the positive sentiment is the expectation of continued good news on inflation that would allow central banks to bring rates lower swiftly in the new year.
12/12/2023
Richard Weiland, TEP Interviewed by Canadian Family Offices
In this piece, Richard provides a plain language overview of what estate freezes are and when you might consider using one, along with the advantages and disadvantages of using this estate tax planning vehicle.
12/11/2023
High-net-worth individuals and families have worrying gaps in their financial security
New report shows lack of protection for possessions, data, and reputation
12/09/2023
US economy needs to tread a fine line
As a result, US data will need to come in neither too strong, nor too weak over coming months.
12/08/2023
Global wealth management investment survey 2023
This year’s study illustrates how wealth managers globally remain dedicated to delivering excellent client service.
12/08/2023
In what way will globalization impact US businesses?
The effects of globalization on US businesses are both far-reaching and transformative.
12/07/2023
How to future-proof your family office
Other overheads, such as rent, software licences, cybersecurity and compliance are rising too.
12/07/2023
Morning Coffee: Citi explained exactly what happens when it cuts jobs now. Banker makes no apologies for his “golden age” of hiring
The McKinsey partnership class of ’23 will see about 250 consultants hit the top level.
12/05/2023
43% of Canadians are not confident they will be able to retire when they initially planned: TD Survey
But there's hope: 90% of Canadians with a personalized financial plan believe it is helping them reach their financial goals.
12/02/2023
How one advisor has prepared his clients for an economic downturn
Going back through 2022, as we saw the drawdown and impact of interest rates going up on every asset class, we went through lifeboat drill style meeting with all our clients.
12/01/2023
Revamp Your Wealth Management: Leave Year-End Planning In The Past
Chief Executive Officer, Bailard. Leadership, management and vision; promoting diversity and inclusion.
11/30/2023
Revealed: the Top 50 Leading Women in Wealth 2023
From venerable leaders to battle-worn veterans and selfless trailblazers, these women are moving up and driving change
11/27/2023
16 Richest Hedge Fund Managers in the World
In such an environment, hedge fund managers still managed to amass billions of dollars in personal earnings.
11/27/2023
Inflation report puts stock market rally to the test: What to know this week
The economic calendar will also feature updates on manufacturing activity, consumer confidence, and home prices.