News
What recession? Canada's economy just posted its best month since last summer
10+ hour, 7+ min ago (609+ words) Wealth Professional...
As DAF awareness grows, one provider is offering a course
6+ hour, 53+ min ago (734+ words) Wealth Professional As DAF awareness grows, one provider is offering a course Founder and CEO of Charitable Impact discusses how these tools can serve advisors building charity plans John Bromley, Founder and CEO of Charitable Impact in Vancouver, has watched…...
US refuses to renew CUSMA, launching a decade of annual reviews
10+ hour, 2+ min ago (883+ words) Wealth Professional...
Advisors chasing scale should focus on habits, not headcount, new research suggests
8+ hour, 52+ min ago (435+ words) Practice-level growth study finds a 24-point CAGR gap between top and bottom performers Wealth management assets across North America have swelled over the past 10 years, but most of that expansion has come from rising markets rather than advisors actually bringing…...
Google's parent joins the Dow, becoming its fifth Magnificent Seven member
9+ hour, 59+ min ago (707+ words) Wealth Professional...
US$2 trillion vanishes from the Magnificent Seven in a single month
10+ hour, 1+ min ago (897+ words) Wealth Professional...
Great-West Lifeco unit Empower strikes US$340m deal for Milliman retirement book
9+ hour, 12+ min ago (293+ words) TSX-listed firm says transaction will be accretive to earnings in year one and generate mid-teens IRR Winnipeg headquartered Great-West Lifeco's US retirement subsidiary Empower has agreed to pay US$340 million for the retirement plan and benefits administration business of Milliman,…...
Economic worries push more Canadians toward staycations this summer
8+ hour, 53+ min ago (458+ words) Vacation spending pulls back for a third straight survey as international travel plans hold flat A growing share of Canadians are tightening their belts when it comes to summer travel, with economic pressures driving more households toward budget-conscious getaways rather…...
OSC updates service standards for registrations, prospectus filings and reviews
1+ day, 50+ min ago (268+ words) New OSC timelines took effect July 1 - and they set the clock on your next approval Ontario's securities regulator updated the service standards governing how fast it handles registrations, prospectus filings and compliance reviews, effective July 1. The Ontario Securities Commission published…...
Q Wealth Partners celebrates 5 years of The Canadian Lounge at Future Proof Festival
1+ day, 4+ hour ago (258+ words) Fifth anniversary of the Canadian advisor community's signature gathering returns to Huntington Beach Q Wealth Partners is proud to announce the fifth anniversary of'The Q Wealth Canadian Lounge, returning to'Future Proof Festival'in Huntington Beach, California, from September 1416, 2026 What began five…...