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

Expert Advice

Are bond investors missing out on global opportunities?

Broaden the opportunity set and manage risks by looking beyond Canadian and U.S. bonds, says Amundi’s Reine Bitar, who comanages the NEI Global Total Return Bond Fund.

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