On Thursday, the Securities and Investment Management Association (SIMA) reported that in September, ETF net sales shot past the year-end 2024 figure. A whopping $33.7 billion came in during the month. ETF assets reached $663.8 billion at the end of September, up 5.3% from August.

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A business continuity plan isn’t the same as a succession plan, John Novachis writes. He explains the key differences, and how a BCP protects your business today.

Bare trusts will likely get a reprieve from having to file T3 returns or Schedule 15s for the 2025 tax year, the third year running. That’s unless new legislation is passed well before the filing deadline, the Canada Revenue Agency says. Read the story from Michelle Schriver.

Mindset is just as important for financial advisors to reach the top of their game as it is for athletes looking to outperform, says Larry Distillio. He shares nine common hurdles that may be holding you back, and how training your mind can build resilience.

U.S. private equity firm Kelso & Co. is buying a 25% stake in Wellington-Altus for just under $400 million. The transaction will reward existing shareholders and bring in a ‘seasoned’ wealth management investor, CEO Shaun Hauser told Alisha Hiyate.