Opinion

Opinion: Private wealth firms are struggling Opinion: Private wealth firms are struggling

Opinion

Opinion: Private wealth firms are struggling

Sales, marketing, capital deployment and more — 7 mistakes they keep making

By Mark Toren |March 25, 2026

3 min read

Re: CIRO set to launch disgorgement payout program Re: CIRO set to launch disgorgement payout program

Opinion

Re: CIRO set to launch disgorgement payout program

A right without a proper remedy is not protection; it’s a press release

By Harvey Naglie |March 23, 2026

1 min read

Re: Scale, specialization and personalization will define wealth management Re: Scale, specialization and personalization will define wealth management

Opinion

Re: Scale, specialization and personalization will define wealth management

“Fewer firms with greater scale means reduced competitive pressure, higher switching costs and diminished client leverage” writes Harvey Naglie

By Harvey Naglie |March 16, 2026

1 min read

Opinion: Scale, specialization and personalization will define wealth management Opinion: Scale, specialization and personalization will define wealth management

Opinion

Opinion: Scale, specialization and personalization will define wealth management

Clients are more empowered than ever — this is a key moment for the Canadian financial advice industry

By Damon Murchison |March 13, 2026

3 min read

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