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Wealth Professional
wealthprofessional. ca > news > industry-news > ai-adoption-enterprise-readiness-cgi > 392770

AI adoption is rising, but most firms aren't ready to scale it

17+ hour, 40+ min ago  (548+ words) New CGI research finds enterprise readiness is lagging behind AI adoption " a gap that matters for Canadian wealth and advisory firms Canadian wealth management firms are increasing their use of artificial intelligence. New global research from Montr'al-headquartered CGI suggests that…...

Symbols: btc-usd
Wealth Professional
wealthprofessional. ca > news > industry-news > how-one-portfolio-management-team-has-used-ai-since-2017 > 392775

How one portfolio management team has used AI since 2017

16+ hour, 26+ min ago  (769+ words) Wealth Professional How one portfolio management team has used AI since 2017 Senior PM & Engineer highlights the distinction between machine learning, large language models, explains how both serve a new set of products AI has become a shorthand for generative AI,…...

Symbols: btc-usd
Wealth Professional
wealthprofessional. ca > news > industry-news > spacex-stock-drops-valuation-concerns > 392771

Space X stock pulls back as valuation questions mount

17+ hour, 23+ min ago  (615+ words) Space X stock fell more than six per cent on June 18, 2026, raising questions Canadian advisors are already fielding about post-IPO sustainability " and a $20-billion bond offering adds to the picture Space X stock fell more than six per cent on…...

Symbols: nasdaq:spcx,nyse:ba,nyse:rtx,nyse:ge,nyse:lmt
Wealth Professional
wealthprofessional. ca > news > industry-news > geopolitical-storm-clouds-force-investors-to-rethink-portfolio-strategy > 392766

Geopolitical storm clouds force investors to rethink portfolio strategy

20+ hour, 45+ min ago  (525+ words) Survey of firms managing US$72 trillion in assets reveals a flight to diversification and active management Investors are overhauling how they construct portfolios as geopolitical instability and growing concentration risk in equity markets combine to shake confidence in traditional allocation…...

Symbols: nyse:tjx
Wealth Professional
wealthprofessional. ca > news > industry-news > the-five-common-tax-filing-mistakes-that-will-cost-canadian-families-most-in-2026 > 392764

The five common tax filing mistakes that will cost Canadian families most in 2026

21+ hour, 2+ min ago  (421+ words) Foresters Financial's Geoffrey Jones tells WP what tax filers need to correct for next year We're almost two months past the April 30 tax filing deadline and it's advisors across Canada that are cleaning up common mistakes, many of them on…...

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Wealth Professional
wealthprofessional. ca > news > industry-news > canadians-are-saving-for-a-retirement-that-bears-little-resemblance-to-reality-new-caat-study-finds > 392773

Canadians are saving for a retirement that bears little resemblance to reality, new CAAT study finds

20+ hour, 45+ min ago  (497+ words) Retirees with workplace pensions report household income nearly $33, 000 higher than those without one A fundamental mismatch between what Canadians anticipate from retirement and what those already retired are actually experiencing has been laid bare in a new report. The nationally…...

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Wealth Professional
wealthprofessional. ca > news > industry-news > cfos-want-to-drive-value-creation-but-lack-the-tools-skills-and-confidence-to-deliver > 392774

CFOs want to drive value creation but lack the tools, skills and confidence to deliver

20+ hour, 44+ min ago  (215+ words) EY survey of 1, 600+ finance chiefs reveals widening gap between strategic ambition and action Most chief financial officers believe they should be shaping how their organizations create value, but a new global study finds the gap between that ambition and reality…...

Symbols: nasdaq:stim,btc-usd
Wealth Professional
wealthprofessional. ca > news > industry-news > bc-court-hits-boffo-developers-with-double-costs-for-refusing-settlement > 392767

BC court hits Boffo developers with double costs for refusing settlement

1+ day, 7+ hour ago  (309+ words) The receiver's pre-trial offer was a bargain. Saying no got expensive A BC receiver chasing money for creditors just won a costs penalty against a developer that refused to settle - then lost at trial. The penalty traces back to a…...

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Wealth Professional
wealthprofessional. ca > news > industry-news > first-accredit-loses-mortgage-priority-over-95000-surplus-in-bc-ruling > 392768

First Accredit loses mortgage priority over $95, 000 surplus in BC ruling

1+ day, 7+ hour ago  (302+ words) First in line, last to get paid: how one filing flipped a lender's priority A British Columbia lender lost priority over roughly $95, 000 because it registered a loan modification instead of using the method its own mortgage allowed. The Supreme Court…...

Symbols: tsx:rbc
Wealth Professional
wealthprofessional. ca > news > industry-news > canadians-prefer-humans-over-ai-financial-advice > 392760

Most Canadians still prefer human advisors over AI for financial advice

1+ day, 17+ hour ago  (571+ words) New TD research maps where Canadians accept AI in banking " and where they still turn to a human A new TD Bank Group survey shows most Canadian clients still prefer human financial advice for major financial decisions " even as AI…...

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