Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca including: Wealthsimple has seen explosive growth in recent years; Scotiabank reveals business survey results; and academics shine a light on philanthropy.

Morning Briefing: Canadian couples prefer to avoid talking finances says RBC

Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca including: Canadian house prices continue to accelerate; and Purpose adds an Australian twist to its Bitcoin ETF success story.

Morning Briefing: Institutional investors driving fast pace of ESG integration

Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca including: What value does a financial advisor add to a client's portfolio? Young Canadians are stressed about their finances; and BlackRock expects strong growth for bond ETFs.

Morning Briefing: Can Canadian pension funds withstand rising pressures?

Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca including: How using the wrong part of the brain means poor investment decisions; and how can the wealth management industry improve diversity and inclusion?

Morning Briefing: Pay continues to drive the great resignation

Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca including: Canada among economies set to join US in recession says Nomura; Canada's retail bank customers not entirely satisfied with financial advice; and former hedge fund manager awarded US$52 million after #MeToo allegations.

Morning Briefing: Ontario-based wealth business joins larger US firm

Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca including: Why even a short break from the markets could have a major impact on portfolios according to Citi; Brookfield continues to pile cash into Europe; and FAs should work for clients on a retirement income plan 5 years ahead of retirement.

Morning Briefing: Millions of Canadians will never own a home

Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca including: Natixis IM survey highlights risk of recession; and what are the big priorities for global asset managers right now?

Morning Briefing: Canada's national home price index confirms widespread declines

Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca including: In its recently published Financial Stress Index, FP Canada offered a snapshot look at the types of money regrets Canadians are living with; and more than half of Canadians pay more attention to the weather than the details of what they have been paid, according to a new poll from Payments Canada.

Morning Briefing: What are 'finfluencers' and why are regulators worried?

Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca including: CSA tells crypto trading platforms to play by the rules; Canadian manufacturing sales decline; and hedge funds turn bearish on US dollar.

Morning Briefing: Canadian homes sales decline, should investors worry?

Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca including: CDPQ reports 6-month returns that outperformed its benchmark portfolios; and does negative ESG screening really hurt sin-stock companies?

Morning Briefing: Canada's biggest housing markets still have hot pockets

Your WP Morning Briefing brings you a daily update of the stories we’re covering at WealthProfessional.ca including: Young investors plan to retire earlier but are they kidding themselves? Canadian business insolvencies are rising but what issues are firms facing?

 

Join us for a FREE industry webinar on portfolio rebalancing with Croesus’ Matthieu Cardinal, vice president of business development and strategic partnerships, and Michael Blicker, senior product manager. SIGN UP HERE: https://www.bigmarker.com/KeyMediaWebinars/Next-generation-portfolio-rebalancing-Save-time-and-improve-results?utm_bmcr_source=WPMBpodcast


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Morning Briefing: Foreign VCs pulled back from Canadian market in Q2

Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca

Canadian securities in demand by foreign investors

Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca

Next-generation portfolio rebalancing – looking for strategies to save time and enhance your service? Don’t miss the free industry session. Follow the link below and register today.

https://www.bigmarker.com/KeyMediaWebinars/Next-generation-portfolio-rebalancing-Save-time-and-improve-results?utm_bmcr_source=WPMBpodcast

Is the BoC ready to ease the pace of its rate hikes?

Key trends for thematics in 2023 according to BlackRock

Michael Lee-Chin, President and Chairman of Portland Holdings Limited., and CEO and Chairman of its investment dealer, Mandeville Private Client Inc., has signed a memorandum of understanding (MOU) with Canadian Nuclear Laboratories (CNL) to collaborate in the development of health sciences, clean energy, and environmental responsibility. He explains the significance of the partnership to WP – and how Mandeville advisors and end clients will benefit.

This podcast was produced in partnership with Mandeville Private Client Inc.

Episode 21 - Michael Lee-Chin's latest investments tackle world's most urgent needs

Canadian consumers are borrowing more, defaulting more

The future presents challenges as well as opportunities and Frank Laferriere, COO of Mandeville Private Client Inc, speaking at the 2022 Mandeville Advisor Conference in Banff, Alberta, believes there are three main paradigms in flux: demographic change; the technology explosion and onset of web 3.0; and ongoing regulatory changes.

This podcast was produced in partnership with Mandeville Private Client Inc.

Episode 22 - How to connect with the next generation

LISTEN: OSFI seizes bank branch as SVB contagion spreads

OBSI one step closer to binding authority on complaints

Morning Briefing: New SRO gets a new name but what do you think?

In this latest episode of WPCTalk, we discuss “A Flexible Approach to Income and Managing Risk” with the experts at Franklin Templeton Advisors. We sit down to discuss the challenges facing investors in the current market environment, income opportunities in today's market and gain perspective on recent developments in monetary policy. 

This episode explores the team behind the Franklin US Monthly Income fund, including how the fund manages an active, flexible strategy and which type of investors are a fit for the fund. Additionally, the conversation examines growth vs. value and whether recent market moves have the potential to have a long-term impact. Finally, the episode covers the future outlook for the US and Canada for the next 12-24 months. Listen now for an insightful discussion on investing and navigating the current market landscape.

Important legal information 
Commissions, trailing commissions, management fees, brokerage fees and expenses may be associated with investments in mutual funds. Please read the prospectus and fund fact document before investing. Mutual funds are not guaranteed. Their values change frequently. Past performance may not be repeated. 
The views expressed are those of the investment manager and the comments, opinions and analyses are rendered as at publication date and may change without notice. The underlying assumptions and these views are subject to change based on market and other conditions and may differ from other portfolio managers or of the firm as a whole. The information provided in this material is not intended as a complete analysis of every material fact regarding any country, region or market. There is no assurance that any prediction, projection or forecast on the economy, stock market, bond market or the economic trends of the markets will be realized. The value of investments and the income from them can go down as well as up and you may not get back the full amount that you invested. Past performance is not necessarily indicative nor a guarantee of future performance. All investments involve risks, including possible loss of principal. 
Products, services and information may not be available in all jurisdictions and are offered outside the U.S. by other FT affiliates and/or their distributors as local laws and regulation permits. Please consult your own financial professional or Franklin Templeton institutional contact for further information on availability of products and services in your jurisdiction. 
Issued by Franklin Templeton Investments Corp., 200 King Street West, Suite 1500 Toronto, ON, M5H3T4, Fax: (416) 364-1163, (800) 387-0830, www.franklintempleton.ca.

A Flexible Approach to Income and Managing Risk

Are clients transitioning from the baby boomer mentality of high achievement to a more 1960s hippy-like vibe? What is true is that many people are reassessing their work-life balance in the wake of the pandemic. But according to David Little, senior investment advisor at Blue Oceans Private Wealth, iA Private Wealth Inc., many of these investors are rushing into retirement without a proper income plan.

Episode 19 – Are naive retirees banking on 'something magical'?

Our WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca

Morning Briefing: OBSI boosts governance, wealthy adventures gone wrong

Morning Briefing: Here's what's happening in the Canadian ETF market

Morning Briefing: Canadian VC deals rebounded in second quarter

Morning Briefing: Economists react to BoC rate pause

Morning Briefing: BMO leadership changes, NBC layoffs

Morning Briefing: Canadian consumers could use more financial education

Morning Briefing: Small businesses are happier with their banks

Morning Briefing: Canadian hedge fund investigated over finances

Morning Briefing: CRA announces new CPP limits for 2024

Morning Briefing: Scotiabank departures, RBC agrees settlements, FTX founder jailed

Morning Briefing: Canadian hedge fund placed into receivership

Morning Briefing: Are Canadians too ashamed to talk about debt?

WP Talk goes in depth on wholesaling, interviewing three members of the WP Top 50 Wholesalers List to discover what advisors expect from their wholesalers today.

What makes a great wholesaler?

WP Talk is a podcast from Wealth Professional Canada, an online and print publication for financial advisors across the country. Go to www.wealthprofessional.ca for all the latest industry news and views or to subscribe to our daily newsletter.



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