Financial advice

Your client’s considering tapping into their home equity. Here’s what you need to know Fallback Image Decorative pattern

Planning and Advice

Your client’s considering tapping into their home equity. Here’s what you need to know

These decisions shouldn’t be made at the 11th hour, advisor says

By Noushin Ziafati |May 18, 2026

7 min read

AI means potential ‘big shift’ in regulatory responsibilities: Kriegler AI means potential ‘big shift’ in regulatory responsibilities: Kriegler

Regulation

AI means potential ‘big shift’ in regulatory responsibilities: Kriegler

Greater accountability could fall to firms instead of advisors

By Michelle Schriver |April 22, 2026

2 min read

Fintechs lead DIY investor satisfaction but don’t count human advisors out: survey Fintechs lead DIY investor satisfaction but don’t count human advisors out: survey

Industry News

Fintechs lead DIY investor satisfaction but don’t count human advisors out: survey

Wealthsimple ranked the highest in overall satisfaction among DIY investors, followed by Questrade

By The Canadian Press |April 2, 2026

2 min read

Investor sentiment slid last year, despite strong markets: survey Investor sentiment slid last year, despite strong markets: survey

Market Insights

Investor sentiment slid last year, despite strong markets: survey

44% of respondents felt negative about their investments, up from 32% in 2024

By Jonathan Got |January 21, 2026

2 min read