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Keyword: Asset allocation

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increase

Big investments in wealth management to continue, Canaccord Genuity Corp. CEO says

Stacking interest rate blocks

Household assets top $20 trillion, as financial assets climb

AI computer

OSC finds investors favour human-AI combo, no fear of AI advice

Computer with financial growth

This brings mutual funds into positive territory for the year to date

Blue spikes

Bond ETFs drove sales up in June, IFIC says

Happy face in the middle of sad faces

Rosy earnings forecasts underpinning stocks face downward revisions

Sliced pumpkin pie above view on blue background. People grabbing slices of cake stock photo

60/40 portfolio is still hard to beat: Morningstar

man rock climbing

The top-performing families employed a variety of asset management strategies

Arrow cube

Households are facing the dual drags of inflation and higher interest rates, report says

Man on dollar cloud

High valuations curb return potential despite strong economic growth