News
Opinion: Re-imagining complaints as a service
9+ hour, 49+ min ago (158+ words) After 20 years of assisting retail investors, I have spoken with retirees who waited months to receive a complaint response. These are people who needed access to funds for living expenses " people who trusted a'firm and then felt abandoned. While they…...
Advisors help clients tune out trade, other noise
21+ hour, 41+ min ago (651+ words) Consistent communication and behavioural coaching matter more than predicting the next headline Canadian Press is reporting that U. S. Trade Representative Jamieson Greer confirmed today that Washington has chosen not to renew'its trade deal with Canada and Mexico'in its current form." As…...
U. S. not renewing trade agreement with Canada and Mexico
22+ hour, 48+ min ago (327+ words) CUSMA will remain in place and be subject to annual rolling reviews for up to 10 years The United States Trade Representative Jamieson Greer says the U. S. is not renewing the Canada-U. S. -Mexico Agreement "in its current form" " but the trade agreement…...
Deals: Corient makes a fourth acquisition in Europe
1+ day, 37+ min ago (646+ words) Investment Executive Corient has signed a deal to acquire Letus Private Office " its fourth European acquisition since last fall. Based in Paris, Letus serves high-net-worth individuals and families across Europe, managing and administering roughly US$5 billion in assets. In a…...
Tech Roundup: Designed Wealth, Monarch adopt AI client intelligence tool
1+ day, 4+ hour ago (407+ words) Plus, other AI integrations and feature launches Monarch Wealth also started using Continuum, it said in a separate release. Continuum integrates with existing business platforms like Equi Soft, Mako, Vie FUND, Learnedly and Egnite. Continuum supports meeting capture in-person, on…...
Corporate cash flow to grow as oil shock ebbs
1+ day, 7+ hour ago (282+ words) Fitch sees rise in operating cash, capex in 2027, once U. S. -Iran conflict eases As the fallout from the U. S. -Iran war eventually eases, the growth of global corporate operating cash is projected to pick up in 2027 " funding increased capital spending, says Fitch…...
Opinion: Canada must fix its public markets
1+ day, 12+ hour ago (625+ words) It's still too difficult for domestic companies to raise capital and scale " that's a problem for investors and the broad economy But Canadian public markets are making it too hard for those businesses to grow. That is not just a…...
A new vision for financial advisors
1+ day, 10+ hour ago (1046+ words) On this Canada Day, consider how we can help the clients who need us most A daughter calls her mother's physician. She is worried. Over the past two years, her mother has become increasingly withdrawn. She misses appointments, forgets to…...
CUSMA set to stay in place as U. S. blows past key deadline
1+ day, 23+ hour ago (739+ words) Negotiations with Canada have yet to begin but Carney expects a 'constructive exchange' Prime Minister Mark Carney said Tuesday he doesn't expect any drama as officials from Canada, the United States and Mexico prepare for a virtual call Wednesday about…...
TSX edges higher amid positive economic data
1+ day, 19+ hour ago (580+ words) U. S. markets also gain ground as AI stocks firm up, oil price inches downward Canada's main stock index edged higher Tuesday amid positive economic data, while U. S. markets also gained ground. The S&P/TSX composite index was up 33. 17 points at 34, 856. 99 "The…...