News

Huge Salesforce hack claim rattles wealth management industry

Huge Salesforce hack claim rattles wealth management industry

1 billion records could be at risk

Why one portfolio manager sees no merit in covered calls, low vol strategies

Josh Sheluk outlines the merits of moderating volatility in portfolios, argues options strategies aren't worth their trade-offs

Why one portfolio manager sees no merit in covered calls, low vol strategies

The next generation of the client experience

CEOs weigh in on rapid changes to client expectation, industry demands

The next generation of the client experience

Hybrid investors twice as likely to accept higher risk, report finds

CSA warns limited fraud awareness could leave investors vulnerable

Hybrid investors twice as likely to accept higher risk, report finds
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Premium

Innovating in the whitespace of wealth management

How a niche-first strategy is allowing Designed Securities to thrive without chasing scale for its own sake

Features

Building a company people want to join

Pier 4's co-founder and HR chief on why deliberate hiring, employee ownership, and systems discipline matter as much as hitting $1 billion AUM

Kevin Hegedus is blazing a trail as a registered portfolio manager with Q Wealth

After reaching a crossroads in his career, an experienced advisor has reshaped and enhanced PWM Private Wealth Counsel's offerings with the help of innovative independent platform

Advisor Intel

By Michael Connon The pros and cons of selling real estate in a down market
Michael Connon
By Chad Larson A modern approach to wealth management with the Alterna Private Income Portfolio
Chad Larson
By Carlo Cansino Why face-to-face still matters in a digital world
By Chad Larson Investing in the backbone of the future: Infrastructure as a core portfolio allocation
Chad Larson

Resources

When tech gives advisors their time back

When tech gives advisors their time back

When tech gives advisors their time back

Ralph Nour recognized as Excellence Awardee for Young Entrepreneur of the Year

Industry news

Ralph Nour recognized as Excellence Awardee for Young Entrepreneur of the Year

Unpacking alternatives with Chad Larson

Industry news

Unpacking alternatives with Chad Larson

What makes an advisor a rising star?

Industry news

What makes an advisor a rising star?

Magazine

Wealth Professional 10.02
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Investments

Why one portfolio manager sees no merit in covered calls, low vol strategies

Josh Sheluk outlines the merits of moderating volatility in portfolios, argues options strategies aren't worth their trade-offs

Why one portfolio manager sees no merit in covered calls, low vol strategies

Canadian farmland values increase during first half of 2025 - report

It is a modest increase compared to the previous year

Canadian farmland values increase during first half of 2025 - report

Bank of Canada says inflationary risks not entirely gone

The central bank is focusing its attention towards the weakening economy

Bank of Canada says inflationary risks not entirely gone

As real estate prices stagnate, one advisor addresses impacts in financial plans

Primary homes and investment properties face somewhat more challenging future, Gene Kim explains what he's saying and doing to prepare clients

As real estate prices stagnate, one advisor addresses impacts in financial plans

Gold, oil, and the loonie: FX strategist on the shifting drivers of Canada's currency

Desjardins' Mirza Shaheryar Baig shares insights with Wealth Professional

Gold, oil, and the loonie: FX strategist on the shifting drivers of Canada's currency