Plus, CFR noncompliance and team joins Manulife Wealth  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌   ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ 
Saturday, December 13, 2025

AI is just getting started

It’s the question on virtually everyone’s mind as 2025 winds down — have AI stocks formed an investment bubble?

“It’s probably happening,” said personal finance journalist Rob Carrick on an edition of the Canadian Advisor.cast last month. “Whenever you inject massive amounts of hype into a futuristic technology that we can semi-perceive … it’s almost inevitable there’s going to be a bubble.”

Carrick doesn’t believe that this is anything like the dot-com bust — an obvious analogy — but there are plenty of smart people taking profits off the table.

Keep reading

Kevin Press
EDITORIAL DIRECTOR
Kevin Press is editorial director for Advisor.ca and its sister publication, Investment Executive. Reach him at kevin@newcom.ca

Industry moves: Manulife Wealth adds team from Richardson

Danny Montesi and his team have jumped ship from Richardson Wealth, following that firm’s purchase by iA Financial Corp. They’ve joined Manulife Wealth.

Industry falling short on CFR compliance: CSA, CIRO

James Langton reports that “some firms” are failing to meet their Client-Focused Reforms compliance obligations. That’s according to a joint notice from CSA and CIRO.

Finding greater potential in your book

Mike Banham on next-level segmentation modeling and the power of recognizing high-potential clients, no matter their age.

Canada's crypto tax crackdown reaps millions

Up to 40% of taxpayers using crypto platforms either haven’t filed or they’re at risk of noncompliance, says the Canada Revenue Agency. Their “crypto asset auditors” are on the case.

The Magic Number

 

News and resources for top financial advisors