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wealthprofessional.ca
19 分钟
Let's turn the service model on its head – again!
Using this new structure, clients get an increased level of service and results. Instead of segregating a relationship to one ...
wealthprofessional.ca
26 分钟
US Federal Reserve makes interest rate announcement
The US Federal Reserve announced today that it will hold its policy interest rate steady in the target range between 4.25 and ...
wealthprofessional.ca
4 小时
Bank of Canada makes its first interest rate decision of 2025
The Bank of Canada announced today that it will cut its policy interest rate by another 25 basis points to three per cent.
wealthprofessional.ca
5 小时
Survey shows growing interest in private markets among advisors
Nearly one-third of investment advisors plan to allocate 20% or more of their clients’ portfolios to private markets in 2025, ...
wealthprofessional.ca
6 小时
A quarter of Canadians over 50 have $5K or less in retirement savings
A new measure called the Material Deprivation Index reveals that one in five older Canadians has a poverty-level standard of ...
wealthprofessional.ca
5 小时
Advisor remembered for charity work, client service after sudden passing
Wealth Professional profiled Sutherland’s move to CG in November of 2024, and he explained the move in the context of an ...
wealthprofessional.ca
5 小时
CI GAM introduces structured notes fund
To address these challenges, CI Global Asset Management (CI GAM) has launched the CI Structured Premium Yield Fund, designed ...
wealthprofessional.ca
5 小时
Canada readies economic aid for tariff impact
Economic experts warn that a 25% tariff could reduce Canada’s GDP by 2.6% and increase household expenses by C$1,900 annually ...
wealthprofessional.ca
5 小时
Nvidia faces market turmoil as DeepSeek emerges
Nvidia's stock plummeted 17% on Monday, wiping out nearly $600 billion in market value, as investors grappled with the ...
wealthprofessional.ca
5 小时
Can advisors bring Canadians' retirement expectations back to reality?
Study reveals that many Canadians expect to retire early, but aren't saving for their life after work Advisors know that ...
wealthprofessional.ca
6 小时
Canada's business leaders brace for recession, want retaliatory tariffs
With the spectre of a trade war in the months ahead, 80% of respondents are now bracing for a recession. Eighty-eight per ...
wealthprofessional.ca
7 小时
What are the key trends that JPMorgan sees for alternatives in 2025?
JP Morgan Asset Management has published its latest Global Alternatives Outlook which looks at the next 12-18 months and ...
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