12/14/2023
Help Wealthy Clients Pass on Philanthropic Values to Their Children
It’s time to have uncomfortable conversations; advisors must step up.
Comment, Analysis & Research
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.
11/24/2023
What will CIRO's planned 'office of the investor' do for Canadian investors, advisors?
SRO explains plans for research arm and advisor takeaways from ongoing plans
11/24/2023
"I work in banking. I am frugal, and thankful"
There's only so much food one person can eat.
11/24/2023
Barclays identifies perfectly obvious place for its job cuts.
The cuts would amount to nearly 9% of Barclays' Execution Services' 22,000 staff.
11/22/2023
Inside the lifestyle of the world’s most feral macro strategist. Morgan Stanley’s Andy Saperstein has cancer
People are likely to have similar reactions to McElligott’s style with email messages – a riot of sentence fragments, highlighting and coloured fonts with seemingly no editing of any kind.