
Finfluencers and AI are reshaping how Canadian DIY investors make decisions
A new study finds 84% of self-directed Canadian investors now use financial creators, AI, or both to guide their investment choices
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A new study finds 84% of self-directed Canadian investors now use financial creators, AI, or both to guide their investment choices

Three everyday pressures that may be showing up in client conversations

A US jury found 43 million violations; Meta now plans to appeal the record penalty

Tina Tehranchian shares her approach while a US-based founder says there’s room for new approaches

Only 24% have met an advisor, though 75% say trusted advice would boost confidence

Canadians increasingly see their health and finances as intertwined, but lack the plans and professional support to act on that understanding

A new CFIB report finds most Canadian owners lack a formal exit plan, creating a major opportunity for financial advisors

A global programming flaw and a new national survey are forcing advisors to confront the real cost of a breach

A new global index warns that demographic change is testing the limits of retirement systems worldwide - including Canada's

Bloomberg Nanos index climbed to 51.68 in mid-October, lifted by improving economic expectations but still shy of the long-run average

A new methodology report sets the rules for climate-aligned investment, giving advisors a clearer framework to navigate client ESG conversations

Existing tax incentives and new macro tailwinds get rolled together in a flow-through strategy, explains Robert Anton
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