FTSE Russell’s latest Global Wealth Research report landed this week. Apart from a couple of seasonally appropriate jump scares, there’s reason for optimism as the end of 2025 draws near.

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Work on allowing dealer reps to use personal corporation structures is still a work in progress. James Langton reports.

Michelle Schriver has the story of a former financial planner who can’t apply for recertification after FP Canada hearing panel ruled that his LinkedIn posts called his professional integrity into question.

James Langton on an investment dealer entitled to a fee refund paid to another firm over non-compete arrangements.

“Effective post-retirement planning significantly reduces the stress of aging,” writes Greg Barnsdale. “It helps survivors become financially and emotionally resilient, improves family harmony and minimizes the risk of disputes over final wishes.”