Find a new purpose before you retire

Succession planning needs to be about more than money — 5 steps to your purpose plan

By John Novachis |May 20, 2026

4 min read

It’s not you, it’s me: RBC

Quebec court finds bank liable for ending banking relationship on short notice

By James Langton |May 20, 2026

4 min read

Today is already here

Advisors don’t need to wait for their firm to implement the centaur AI model

By Jeff Cait |May 20, 2026

5 min read

Re: You think your advice is valuable? Prove it

Advisors cannot quantify their value in either dollars or percentages

By Vince Herlaar |May 20, 2026

2 min read

TSX rises more than 400 points as U.S. markets also recover

Investors take Trump’s reported progress on Iran conflict to heart

May 20, 2026

3 min read

Calgary-based fintech launches Canadian dollar-backed stablecoin

Financial institutions see potential to unlock efficiencies using the digital currency

By Jonathan Got |May 20, 2026

3 min read

CPP Investments sells portfolio of PE fund interests for $4B

Blackstone Strategic Partners and Ardian buy the investments

By The Canadian Press |May 20, 2026

1 min read

CFFiM just said the quiet part out loud

Its submission to OBSI’s external review argues the ombud service should focus “solely on case findings”

By Harvey Naglie |May 19, 2026

4 min read

Court rejects Bridging execs’ appeal

Renewed bid for a stay of OSC enforcement proceedings denied

By James Langton |May 19, 2026

3 min read

How firms involve advisors in software decisions

Listen to advisors, involve them in decisions, educate them on AI use

By Jonathan Got |May 18, 2026

4 min read