1+ week, 1+ day ago  (497+ words) Retirees with workplace pensions report household income nearly $33, 000 higher than those without one A fundamental mismatch between what Canadians anticipate from retirement and what those already retired are actually experiencing has been laid bare in a new report. The nationally…...

1+ week, 4+ day ago  (227+ words) Evan Riddell of Richardson Wealth explains why structured products aren't core to his approach, but outlines the cases where they can be used effectively Each month at Wealth Professional we focus on a topic we believe to be especially relevant…...

2+ week, 1+ day ago  (464+ words) Liquidity risk overtakes access as the top concern for E&Fs as private markets dominate portfolios Endowments and foundations are carrying more uncertainty into their investment programs than at any point in recent years, with geopolitical pressure, rising spending demands…...

3+ week, 3+ day ago  (364+ words) Those who worked with a financial advisor were 20 points more likely to feel in control of their future Only 12 percent of Canadians are financially fulfilled, even as nearly half say gratitude is the emotion they feel most when thinking about…...

3+ week, 4+ day ago  (552+ words) Edward Jones-Gallup study finds only 12% are financially fulfilled despite widespread gratitude about finances Most Canadians report feeling grateful when they think about their finances, but a new study suggests relatively few have achieved what researchers define as true financial fulfillment....

2+ mon, 5+ day ago  (357+ words) Survey finds mounting concerns over Social Security, healthcare and debt strain outlook Retirement confidence among Americans has declined in 2026, as financial pressures and uncertainty around key government programs weigh more heavily on both workers and retirees. Confidence fell across the…...

2+ mon, 1+ week ago  (564+ words) Framework targets systemic barriers, trust issues and access gaps facing low-income Canadians A deeper look into Prosper Canada's Closing the Divide report reveals a far more complex (and entrenched) financial help gap than headline figures suggest, with structural shortcomings spanning…...

3+ mon, 1+ week ago  (284+ words) Liquidity pressures and weaker returns drive portfolio reset as secondaries market gains traction CPP Investments is reported to be exploring the sale of about $1. 5 billion worth of Asia-focused private equity fund stakes, as large institutional investors continue to reassess exposure…...

3+ mon, 2+ week ago  (430+ words) Strong asset growth among bottom 40% and under-35s reshapes Canada's wealth divide post-pandemic Canada's wealth inequality has narrowed to its lowest level on record following significant post-pandemic gains among younger Canadians and households with lower net worth, according to a new…...

3+ mon, 2+ week ago  (1046+ words) Melissa Dincher tells WP why career-changer advisors have an advantage in the industry and the misconceptions she had before switching careers from law. When Melissa Dincher began her career practicing law, she did not expect the path would eventually lead…...