March 2024
As women continue to grow their economic wealth, the need for financial advisors to invest in growing their relationships with women investors cannot be understated. Read our latest blog to find out ways to attract women investors and to increase engagement with this unique investor segment.
January 2024
There are many regulatory changes facing the Canadian investment industry in 2024. This article looks at three changes in the shifting regulatory landscape.
David Wolf, David Tulk, and Ilan Kolet tackle 11 questions facing the market this year including direction of bonds, interest rates and Canada’s economic challenges and opportunities.
December 2023
As the wealthy move into retirement, liquidate their assets, and plan their legacies, new opportunities and challenges open up for wealth managers.
It’s an uncomfortable truth that you can’t afford to ignore: Cybercriminals may be targeting your firm’s — and your customers’ — wealth. Take action to protect your customers and firm.
October 2023
The GAA team explores the surprising resilience of the economy and the key questions facing investors.
As institutional investors expand their portfolios to include digital assets, digital trading platforms and custody and clearing solutions can help provide peace of mind.
August 2023
The GAA team explores the wide range of factors that contributed to the economic resilience in the first half of 2023, as well as the potential consequences.
June 2023
Watching for signs of a new bull market
April 2023
Last quarter David Wolf, David Tulk and Ilan Kolet answered fifteen of their most frequently asked questions. This quarter, with the help of a few of their favourite charts, they’ll answer some more.