AI Is Changing Client Conversations, Advisors Should Lead Them
By Lynn Wang, CFA, CAIA, CFP®, TEP, CLU, FRM Clients are increasingly using AI tools to explain investment concepts, summarize market news, compare products and test portfolio ideas before they ever speak with an advisor. This shift is not a threat to professional advice, but it does change the conversation. …
Manulife Wealth & Asset Management Expands Exclusive Health and Wellness Offers to Retirement Plan Members and Wealth Clients in Canada
New offers support everyday wellbeing and long-term health, helping people take practical steps toward living longer, healthier lives TORONTO, ON–Manulife Wealth & Asset Management (Manulife WAM) announced the launch of exclusive offers from leading health and wellness providers now available to eligible Group Retirement plan members1 and private wealth clients …
RBC Dominion Securities earns top advisor rating among bank-owned investment dealers
Two decades of industry-leading support for advisors and trusted advice for clients TORONTO, ON–RBC Dominion Securities (RBC DS), a division of RBC Wealth Management, has been recognized by its advisors as the highest-rated bank-owned investment dealer in Canada in Investment Executive’s 2026 Brokerage Report Card. The recognition marks the 20th …
Beyond Survival: How Canadian Credit Unions Can Turn a Platform Crisis into a Competitive Edge
By Alexey Lapusta, Regional Director Americas, Plumery With the sunset of Forge, Canadian credit unions face a critical decision about their digital banking platform – and their choice will define their competitiveness for the next decade. Whatever path you take, it isn’t just about replacing functionality; it’s a strategic inflection …
What traditional brand metrics miss about financial relationships
By Michelle Walkey, Executive Vice President, Research, Angus Reid Group After more than two decades working in financial services, one pattern became clear. The biggest shifts rarely announce themselves through headline numbers. Across roles in Canada, the U.K. and the U.S., I have spent years looking at market landscapes, primary …