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Financial delegators make the best clients

Financial delegators make the best clients

6 reasons why, and 5 ways to win their business

By Jeff Thorsteinson |March 19, 2026

5 min read

Liberal tax promise tracker: Bill C-15 edition

Omnibus bill includes extended period for loss carryback strategy

By Michelle Schriver |March 20, 2026

6 min read

The ultimate AI case study

Liberation Day made two things clear — Trump is winging it and AI is transforming asset management

By Kevin Press |March 20, 2026

3 min read

Market Insights

S&P/TSX composite falls more than 500 points

U.S. markets also drop amid risk-off moves

By Daniel Johnson, The Canadian Press |March 20, 2026

3 min read

Featured Podcast

Episode 2.4 with Preet Banerjee

Preet Banerjee joins us to talk about how technology and social media are reshaping the wealth management industry — as well as how financial advisors can use new tools to their advantage.

How can investors capitalize on resource optimization?

As resources run out and companies turn away from the depletive economy, opportunities run in — and Impax’s Luciano Lilloy is snapping them up for the 10-year-old NEI Environmental Leaders Fund.

Industry moves: National Bank scores BMO Nesbitt Burns team

Plus, Wellington-Altus adds talent, OSFI’s Gully headed for Basel Committee and more

By Alisha Hiyate |March 20, 2026

6 min read

Product roundup: Equiton debuts new private real estate fund

Plus, other launches, fund changes announced

By Noushin Ziafati |March 20, 2026

3 min read

Want to unlock a locked-in RRSP?

Step one: move to the U.S., step two: be careful

By Carson Hamill |March 20, 2026

4 min read

Economic Indicators

Feds extend EI pilot for unemployed workers affected by U.S. tariffs

Temporary measures extended as unemployment holds steady at more than 6.5%

By Staff |March 20, 2026

1 min read

Appeal court upholds BCSC collection effort

Payments from LIFs can face forfeiture, court finds

By James Langton |March 20, 2026

2 min read

CIRO set to launch disgorgement payout program

Harmed investors will be able to make claims for share of sanctions, April 1

By James Langton |March 20, 2026

2 min read

Featured Columnists

Kevin Press

The ultimate AI case study

March 20, 2026|3 min read

Jeff Thorsteinson

Planning and Advice

Financial delegators make the best clients

March 19, 2026|5 min read

Simon Chan

Canadians want to age in place, but they aren’t planning for it

March 17, 2026|4 min read

Regulation

Court case involving the regulators

Regulations

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

All Podcasts →

Geopolitical risks boost defence investment potential

CIBC Asset Management’s Nick With-Seidelin says structural tailwinds and multi-decade commitments will bolster spending.

Featuring Nick With-Seidelin | March 16, 2026

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Rethinking core equity in modern portfolios

CIBC Asset Management’s Greg Gipson says ETFs should be the foundation of portfolios, offering diversification and driving long-term performance.

Featuring Greg Gipson | March 9, 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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Webinar

All webinars →

Private Credit Foundations Webinar

Private Credit Foundations

Tuesday, March 31, 2026 at 2:00 PM (ET)

This presentation provides a comprehensive introduction to private credit: what it is, how it works, and how it can fits into investment portfolios.

Sponsored by

Register now and earn CE credits