Manulife Investment Management enjoyed a head start when it began developing AI use cases two years ago. Its parent company had been at it since 2016, well ahead of most financial institutions. What the asset manager didn’t know was that a day would come — nearly a decade later — that would test those tools in real time, under pressure: April 2, 2025.

Weeks before he tore up the White House Rose Garden, U.S. President Donald Trump walked across its carefully manicured lawn and set about doing the same to global trade relations. It was “the day American industry was reborn,” Trump said. He called it Liberation Day.

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Many Canadians want to grow old in their existing home. But few have thought through the financial and lifestyle implications that go with that wish. Simon Chan digs in.

People who’ve made a conscious decision to outsource their financial plan make great clients. Jeff Thorsteinson shares six reasons why, and five ways to win their business.

Wealth management executives at Canada’s Big Six banks took home millions last year. Jonathan Got has the story.

Michelle Schriver reports that the Canadian Institute of Financial Planning has stopped offering its chartered financial planner credential on an equivalency basis.