Wealth management

IA Financial boss named Financial Personality of the Year

IA Financial boss named Financial Personality of the Year

The Top des leaders de l’industrie financière awards were presented in Montreal Tuesday

By Staff |February 11, 2026

2 min read

Industry moves: New faces at Mackenzie Investments, Axis Insurance and 3iQ

Industry moves: New faces at Mackenzie Investments, Axis Insurance and 3iQ

Plus, a retirement at Fidelity Investments and a shuffle at Northern Trust Canada

By Alisha Hiyate |February 2, 2026

2 min read

Industry moves: ZLC Financial joins Q Wealth

Industry moves: ZLC Financial joins Q Wealth

Plus, appointments at TD Securities, Vanguard and more, and FSRA establishes P&C division

By Alisha Hiyate |January 23, 2026

3 min read

Global financial services M&A rises in 2025, powered by ‘megadeals’

Economic Indicators

Global financial services M&A rises in 2025, powered by ‘megadeals’

Deals valued at $1 billion or more jump 70%: EY analysis

By Staff |January 19, 2026

5 min read

The scariest prompt is an AI bubble popping

Market Insights

The scariest prompt is an AI bubble popping

Fallout would hit financials, real economy, governments, along with tech firms

By James Langton |January 15, 2026

3 min read

Nour Private Management strikes deal to buy Goodwood

Nour Private Management strikes deal to buy Goodwood

Investment fund manager will provide “complementary” expertise, NPM says

By Staff |January 12, 2026

1 min read

Industry moves: François Trahan joins BMO as chief investment strategist

Industry moves: François Trahan joins BMO as chief investment strategist

Plus, moves at Our Family Office, Harvest ETFs, Manulife Wealth, Canada Life and more

By Alisha Hiyate |January 12, 2026

2 min read

Big Six banks face a rocky 2026: DBRS

Big Six banks face a rocky 2026: DBRS

Operating environment unfavourable as risks, uncertainty, rise

By James Langton |January 6, 2026

2 min read

Client review meetings are advisors’ chance to stand out in the age of AI

Planning and Advice

Client review meetings are advisors’ chance to stand out in the age of AI

Centre the client experience, rather than investments, senior advisors recommend

By Noushin Ziafati |December 31, 2025

6 min read

With CRM3 around the corner, here’s how financial services firms are preparing

With CRM3 around the corner, here’s how financial services firms are preparing

Total cost reporting will increase fee transparency, put more onus on advisors to demonstrate their value to clients

By Noushin Ziafati |December 29, 2025

7 min read

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