Advisor News - The Globe and Mail

Why friction can be a virtue when courting DIY investors

Pitching advice as a point of positive friction could be appealing to stressed out investors tired of thinking about trades they should or shouldn’t make

Happy Latin American man at home looking at his investments in the stock market on his cell phone

Happy Latin American man at home looking at his investments in the stock market on his cell phone

5 min read

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April 24, 2026

Happy Latin American man at home looking at his investments in the stock market on his cell phone

Happy Latin American man at home looking at his investments in the stock market on his cell phone

globe advisor weekly newsletter

Why friction can be a virtue when courting DIY investors

5 min read

April 23, 2026

Redemption freezes have highlighted a growing structural risk: assets can be tied up, limiting the ability of investors to pivot quickly.

Redemption freezes have highlighted a growing structural risk: assets can be tied up, limiting the ability of investors to pivot quickly.

How liquidity has become a core strategic advantage of hedge funds

3 min read

April 23, 2026

A retirement plan you can bet your life on

A retirement plan you can bet your life on

Ontario court rules registered plans belong to designated beneficiary, not to estate

4 min read

April 22, 2026

On the Move McIntyre

On the Move McIntyre

on the move

On the Move: Richard McIntyre takes top job at Harbourfront Wealth – and buys a new bike

5 min read

April 22, 2026

A sign outside the Canada Revenue Agency is seen Monday May 10, 2021 in Ottawa. The Canada Revenue Agency has now fired more than 200 people for falsely claiming a federal income benefit during the COVID-19 pandemic. THE CANADIAN PRESS/Adrian Wyld

A sign outside the Canada Revenue Agency is seen Monday May 10, 2021 in Ottawa. The Canada Revenue Agency has now fired more than 200 people for falsely claiming a federal income benefit during the COVID-19 pandemic. THE CANADIAN PRESS/Adrian Wyld

Canadians who fail to report foreign assets to the CRA risk audits, penalties

3 min read

April 21, 2026

The Canada Revenue Agency (CRA) headquarters is pictured in Ottawa on Monday, Aug. 17, 2020. THE CANADIAN PRESS/Sean Kilpatrick

The Canada Revenue Agency (CRA) headquarters is pictured in Ottawa on Monday, Aug. 17, 2020. THE CANADIAN PRESS/Sean Kilpatrick

Wealthy Canadians should prepare for audits focused on these areas

4 min read

April 21, 2026

FILE PHOTO: A sign marks a Fidelity Investments office in Boston, Massachusetts, U.S., April 28, 2022. REUTERS/Brian Snyder/File Photo

FILE PHOTO: A sign marks a Fidelity Investments office in Boston, Massachusetts, U.S., April 28, 2022. REUTERS/Brian Snyder/File Photo

Fidelity Clearing Canada sues ex-manager over missing client funds

5 min read

April 20, 2026

Pura Vida (pure life) is found on all types of arts and crafts for sale in the popular surf and tourist town of Tamarindo, Costa Rica. Decorative wooden plaques shaped like surf boards hang in a vendor's stall on Calle Central on Jan 17 2017. (Fred Lum/The Globe and Mail)

Pura Vida (pure life) is found on all types of arts and crafts for sale in the popular surf and tourist town of Tamarindo, Costa Rica. Decorative wooden plaques shaped like surf boards hang in a vendor's stall on Calle Central on Jan 17 2017. (Fred Lum/The Globe and Mail)

Snowbirds skipping the U.S.? Keep these tax tips in mind

4 min read

April 20, 2026

Man holding magic ball researching finance trends. Money, investing, fintech concept. Vector illustration.

Man holding magic ball researching finance trends. Money, investing, fintech concept. Vector illustration.

The promise and peril of prediction markets for advisors

4 min read

April 17, 2026

With the Strait of Hormuz closed, more expensive oil is likely filter through to other products and raise prices.

With the Strait of Hormuz closed, more expensive oil is likely filter through to other products and raise prices.

globe advisor weekly newsletter

Helping clients see through noisy markets

4 min read

April 16, 2026

An Ontario court sentenced a man to two one-year prison terms, to be served concurrently, after a jury convicted him on two charges: theft by person holding a power of attorney and theft of property over $5,000.

An Ontario court sentenced a man to two one-year prison terms, to be served concurrently, after a jury convicted him on two charges: theft by person holding a power of attorney and theft of property over $5,000.

Power of attorney receives rare jail sentence for stealing from common-law partner with dementia

3 min read

April 16, 2026

Ryan Bushell BTA

Ryan Bushell BTA

behind the advice

This advisor learned how to treat clients from legendary investor George Frazer

4 min read

April 13, 2026

Young adult engineer using smartphone while leaning on his pickup truck in rural australia, wearing high-visibility vest

Young adult engineer using smartphone while leaning on his pickup truck in rural australia, wearing high-visibility vest

The road to claiming automobile expenses is bumpy without a detailed log

4 min read

April 10, 2026

Hand shaking print screen on wooden block cube between human icon for business deal and agreement concept.

Hand shaking print screen on wooden block cube between human icon for business deal and agreement concept.

globe advisor weekly newsletter

When buying a book of business, advisors must look beyond past performance

4 min read

April 9, 2026

Access is being unlocked for hedge funds, which can help address many core client needs.

Access is being unlocked for hedge funds, which can help address many core client needs.

How hedge funds are helping advisors build more resilient portfolios

4 min read

April 9, 2026

Michael Patterson, former Anglican minister who retired in late 2022 at the age of 67, at his home in Oakville, Ontario, on Wednesday, March 25, 2026. (Nick Iwanyshyn/The Globe and Mail)

Michael Patterson, former Anglican minister who retired in late 2022 at the age of 67, at his home in Oakville, Ontario, on Wednesday, March 25, 2026. (Nick Iwanyshyn/The Globe and Mail)

tales from the golden age

How this former Anglican minister found new ways to help others in retirement

3 min read

April 8, 2026

Julie Gallagher says she believes advisor incorporation will be an attractive option for many advisors at Richardson Wealth. (Fred Lum/The Globe and Mail)

Julie Gallagher says she believes advisor incorporation will be an attractive option for many advisors at Richardson Wealth. (Fred Lum/The Globe and Mail)

Advocating for advisor incorporation a top priority for new Richardson Wealth CEO

3 min read

April 7, 2026

Homes on Park Road in Toronto are photographed on April 9 2018. (Fred Lum/The Globe and Mail)

Homes on Park Road in Toronto are photographed on April 9 2018. (Fred Lum/The Globe and Mail)

With lower home prices and higher interest rates, how do HELOCs fit into financial plans?

4 min read

April 6, 2026

An artisan passionately creates handcrafted items with precision in a well-lit, modern workshop. The scene reflects dedication, creativity, and the essence of traditional craftsmanship blended with contemporary design.

An artisan passionately creates handcrafted items with precision in a well-lit, modern workshop. The scene reflects dedication, creativity, and the essence of traditional craftsmanship blended with contemporary design.

For the self-employed, managing tax instalments is a step toward financial control

4 min read

April 2, 2026

A sign outside the Canada Revenue Agency is seen Monday May 10, 2021 in Ottawa. THE CANADIAN PRESS/Adrian Wyld

A sign outside the Canada Revenue Agency is seen Monday May 10, 2021 in Ottawa. THE CANADIAN PRESS/Adrian Wyld

Ottawa provides relief for bare trusts, but some taxpayers might still have to file

3 min read

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