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Planning and Advice

Four advisors who are moving the needle on women and wealth

Leading with values, encouraging questions, empathy and education are all part of the solution

By Alisha Hiyate |March 6, 2026

7 min read

Industry

‘Everyone’s trying to figure out what to do next’ as oil tops US$90

Canada’s energy sector stands to benefit from the U.S.-Iran war, but that could be overshadowed by inflation

By Kevin Press |March 6, 2026

3 min read

Market Insights

S&P/TSX composite drops more than 520 points, oil rises above US$90 a barrel

U.S. employers cut 92,000 jobs last month, a sign that the country’s labour market continues to struggle

By Daniel Johnson, The Canadian Press |March 6, 2026

3 min read

Industry News

‘You need to want it’: Women in finance speak about their love for their jobs, progress the industry still needs to make

Greater flexibility, sponsorship, advancement opportunities could inspire more women to work in the sector

By Noushin Ziafati |March 6, 2026

7 min read

Featured Podcast

Episode 2.3 with Stephanie Wolfe

Stephanie Wolfe shares research Global X Investments Canada commissioned on the popularity of financial influencers and what that means for advisor-client relationships.

Learn more

Industry Insights

Dig deeper into Canada’s portfolio superpower.

Mining the tax-saving opportunities in flow-through investing.

Planning and Advice

Preparing clients for an unplanned exit

It is the hidden gap in retirement planning — and more than half of Canadians fall in

By Robin Riviere |March 5, 2026

3 min read

Industry

Ex-Equifax employee alleges firm allowed fraudulent access to credit file

Allegations serve as reminder to investors affected by CIRO breach to review inquiries to their credit reports

By Michelle Schriver |March 6, 2026

3 min read

Industry

CAAT CEO Dobson resigns, will reimburse $1.6M vacation payout

New leadership team announced, but search for key execs continues

By Staff |March 6, 2026

2 min read

Opinion

Re: What’s next for FSRA’s MGA licensing rule?

FSRA did not invent a consumer protection problem — it found one

By Harvey Naglie |March 6, 2026

1 min read

Regulation

Canaccord failed to flag suspicious trading: U.S. regs

Enforcement action targets weaknesses in AML controls, compliance

By James Langton |March 6, 2026

3 min read

Insurance

What’s next for FSRA’s MGA licensing rule?

Industry sees regulator’s pause as chance to address “unintended consequences” of rule

By Alisha Hiyate |March 5, 2026

5 min read

Featured Columnists

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Stephanie Holmes-Winton

Planning and Advice

Adjusting cash-flow plans for financial windfalls

March 3, 2026|3 min read

Regulation

Man stopping line of dominoes from falling

Class action against FSRA over PACE dismissed

By James Langton |March 2, 2026

CIRO issues series of guidance updates

By James Langton |February 24, 2026

FSRA pauses work on new licensing rule for MGAs

By Staff |February 23, 2026

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Alternative credit hedges risk while boosting returns

CIBC Asset Management’s Gino Di Censo says alternative credit can serve as a complement to a core bond portfolio.

Featuring Gino Di Censo | March 2, 2026

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Beyond AI, housing and industrials are set to surge

CIBC Asset Management’s Natalie Taylor says she’s bullish on equities in 2026, as economic data remains robust.

Featuring Natalie Taylor, CFA | February 23, 2026

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Balance sheets beat hype in AI race

CIBC Asset Management’s Mickey Ganguly says execution, energy autonomy and free cash flow will determine winners and losers.

Featuring Mickey Ganguly | February 13, 2026

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Policy and tech to fuel next growth cycle

CIBC Asset Management’s Eric Morin says a shifting world order could create headwinds for the U.S. dollar.

Featuring Éric Morin | February 9, 2026

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Webinar

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Smarter exposure, safer outcomes: building resilient portfolios with Principal Protected Notes

Tuesday, December 2, 2025 at 1:00 PM (ET)

Discover how Principal Protected Notes (PPNs) can help strengthen a portfolio by adding resilience and diversification. This webinar replay gives you the tools to integrate PPNs strategically into your advisory practice.

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Featured Columnists

Kevin Press

Robin Riviere

Stephanie Holmes-Winton

Regulation

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Tuesday, December 2, 2025 at 1:00 PM (ET)