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Wealth Professional has revealed its 5-Star Advisory Teams 2025 list, honoring multi-advisor wealth teams that excel in adapting to client expectations and elevating team-driven advisory models. hubs.la/Q03z3S0l0

iA Financial Corporation announced this morning the acquisition of RF Capital Group Inc., more commonly known as Richardson Wealth. hubs.la/Q03z3_hQ0

👏 Join us in congratulating Jonathan Hunt on being named the Desjardins Rising Star Advisor of the Year at the #WPAwardsCA 2025! hubs.la/Q03yCtZ30

The US tech market is defying expectations, with tech stocks resuming their leadership despite early-year concerns. hubs.la/Q03z58_D0

Mike Dragosits, Portfolio Manager at Harvest ETFs, notes investors are now "looking through the headlines" and favoring domestic equity income strategies, especially large-cap names. hubs.la/Q03z57HQ0

Mike Dragosits, Portfolio Manager at Harvest ETFs, notes a shift from knee-jerk reactions to a more measured investment approach. hubs.la/Q03zbsjg0

Summer's slower pace can ironically amplify client worries, prompting them to fixate on news headlines or long-term financial concerns, explains Shafik Hirani of Shafik Hirani's Private Wealth Management of Aligned Capital Partners. hubs.la/Q03zj-Tj0

Philipp Petursson, Chief Investment Strategist at IG Wealth Management, highlights that market reactions are largely tied to the impact on corporate earnings. hubs.la/Q03zj_t_0

Time is running out to nominate a standout woman for Wealth Professional Canada’s Top 50 Leading Women in Wealth 2025! Nominations close this Friday, August 1st. hubs.la/Q03zk5Zs0

#WPTV: Kevin Collins, CEO and Founder of Charli Capital (formerly Charli AI), explains that their AI platform analyzes vast amounts of data on over 75 million companies within minutes, a task that could take human analysts weeks. hubs.la/Q03yV1dV0

The Bank of Canada (BoC) elected to hold interest rates steady at 2.75 per cent today, marking the third consecutive meeting where interest rates were left unchanged. hubs.la/Q03zw-dL0

Chad Larson (MLD Wealth) excels in alternative investing, earning The ICM Asset Management Award for Advisor of the Year – Alternative Investments at the 2025 #WPAwardsCA. Read more here: hubs.la/Q03z8N_z0

The United States Federal Reserve has elected to hold its benchmark interest rate steady at between 4.25 and 4.5 per cent, a rate it has maintained since the end of 2024. hubs.la/Q03zCghB0

Stephan Bourbonnais, Executive Vice-President of Wealth Management at iA Financial, outlined plans for Richardson Wealth to operate as a distinct, independent brand, alongside iA Financial's existing Investia and iA Private Wealth brands. hubs.la/Q03zxStw0

Brookfield Asset Management and Birch Hill Equity Partners are set to take a controlling stake in one of Canada’s largest non-bank mortgage originators, First National Financial Corp., in a $2.9bn deal, according to Financial Post. hubs.la/Q03zy0VQ0

#WPTV: Thane Stenner, Senior Portfolio Manager and Senior Wealth Advisor of Stenner Wealth Partners+ at CG Wealth Management, shares insights on navigating client "liquidity events" like business sales and inheritances. hubs.la/Q03zwy3D0

According to Neil Shankar, an economist at CI Global Asset Management, the primary takeaway from both meetings is that central banks are in a "data-dependent wait and see mode" as they assess the full economic effects of tariffs. hubs.la/Q03zMmG-0

The Canadian Investment Regulatory Organization (CIRO) said clients and one individual gave Ken Kin Kit Lui at least $957,000, with more than $470,000 still unaccounted for. hubs.la/Q03zM97N0

Carlo Cansino, a senior financial advisor at The McClelland Financial Group of Assante Wealth Management, explains that a shared investment mantra is critical for new hires to succeed and build client trust. hubs.la/Q03zMJJW0

#WPTV: Chris Arthur, Head of Financial Planning at Dunbrook Associates, attributes his firm's success and his five-star advisor win to a proactive approach in navigating market turbulence and a strong focus on enhancing the client experience. hubs.la/Q03yWBKj0