Portfolio managers

Starting your own firm isn’t easy. These advisors say it was worth it Starting your own firm isn’t easy. These advisors say it was worth it

Your Business

Starting your own firm isn’t easy. These advisors say it was worth it

From startup costs to client loyalty and legal pitfalls, here’s what to consider

By Alisha Hiyate |May 6, 2026

10 min read

Latest OBSI review kicks off Latest OBSI review kicks off

Regulation

Latest OBSI review kicks off

New evaluation comes amid regulators' ongoing reform work

By James Langton |March 2, 2026

2 min read

Yield curve to steepen in 2026: Franklin Templeton Yield curve to steepen in 2026: Franklin Templeton

Market Insights

Yield curve to steepen in 2026: Franklin Templeton

There are reasons for optimism as central banks signal additional rate cuts, and governments move on from Washington reliance

By Kevin Press |November 26, 2025

2 min read

Industry moves: Nicola Wealth announces leadership changeup Industry moves: Nicola Wealth announces leadership changeup

Industry News

Industry moves: Nicola Wealth announces leadership changeup

Plus, advisors join CIBC Private Wealth Wood Gundy and IG Wealth; SIMA welcomes new chair

By Alisha Hiyate |October 17, 2025

3 min read