Jonathan Got

Jonathan Got is a reporter with Advisor.ca and its sister publication, Investment Executive. Reach him at jonathan@newcom.ca.

Policy

Canadian CEOs embracing AI amid economic pessimism

Chief executives realistic about AI risks and the need to retrain workers, PwC survey finds

By Jonathan Got |January 30, 2024

1 min read

Technology

Fintech roundup: Advisor introduces new software to manage charitable giving

Plus, Wealthica opens API to other firms

By Jonathan Got |January 26, 2024

1 min read

Industry News

CFA Institute targets questionable advice from finfluencers

Regulators could create public reports on complaints about finfluencers, Institute recommends

By Jonathan Got |January 26, 2024

1 min read

Technology

Italian financial software firm buys Nest Wealth

Objectway sees the Toronto-based fintech firm as an "ideal fit" as it looks to expand

By Jonathan Got |January 22, 2024

1 min read

Market Insights

TFSA usage drops as Canadians cope with higher cost of living: BMO

One in four deferred investing to pay down debt amid high interest rates, according to a survey

By Jonathan Got |January 18, 2024

1 min read

Market Insights

Significant proportion of aging Canadians are financially vulnerable: OSC

While most retirees believe they are in a financially strong position, about 15% describe their financial position as "poor"

By Jonathan Got |January 10, 2024

1 min read

Your Business

Clients stick with advisors because of personalization: survey

In-person meetings are still the most preferred method of communication

By Jonathan Got |January 10, 2024

1 min read

Industry News

Monex Group to buy majority stake in 3iQ

3iQ will have a global footprint with distribution outside of Canada

By Jonathan Got |January 3, 2024

1 min read

Industry

Mutual fund redemptions continue in November

Net sales have been negative since March

By Jonathan Got |December 21, 2023

1 min read

Technology

Fintech news: Firms partner up to bolster wealth management services

FusionIQ has a new compliance partner, while Croesus works with Mako on KYC

By Jonathan Got |December 15, 2023

1 min read

Market Insights

Investors reduced foreign equities holdings in October: StatsCan

Foreign investors sold Canadian securities, while Canadians divested U.S. stocks

By Jonathan Got |December 15, 2023

1 min read

Technology

How financial advisors should respond to cyberattacks

Knowing the right thing to do in advance will minimize damage

By Jonathan Got |December 13, 2023

1 min read

Industry

Corporate emitters commit to disclosures but lack clear plans: report

The mixed results show firms still have a long way to go to meet Paris Agreement targets

By Jonathan Got |December 12, 2023

1 min read

Technology

Why passphrases aren’t enough to keep clients safe

"There's no replacement for knowing your clients when it comes to protecting them from fraud"

By Jonathan Got |December 11, 2023

1 min read

Life

Higher rates could lead to new products, more premium revenue for lifecos: DBRS Morningstar

While the 2024 outlook is stable, the rating agency warned about impairments from private credit and real estate investments

By Jonathan Got |December 11, 2023

1 min read

Market Insights

Canadians less interested in crypto assets, survey finds

Financial advisors less likely to recommend investing in crypto assets this year compared to last year

By Jonathan Got |November 30, 2023

1 min read

Market Insights

The 4% rule could be true in 2024

High bond yields and weak forecast for equities make conservative portfolios more attractive

By Jonathan Got |November 29, 2023

1 min read

Planning and Advice

A five-step process for building trust

Financial advisors must understand their clients' motivations before shaping their behaviour

By Jonathan Got |November 27, 2023

1 min read

Policy

Ottawa to introduce open banking legislation in 2024

Open banking could be a win for wealth managers

By Jonathan Got |November 24, 2023

1 min read

Industry

Ottawa begins consultations for Canada Disability Benefit

Experts want a straightforward eligibility criteria and clarity on provincial clawbacks

By Jonathan Got |November 20, 2023

1 min read

More Columnists

Ben Felix

Planning and Advice

What is a safe withdrawal rate in retirement?

November 28, 2023|4 min read

Coreen Sol

Unravelling confirmation bias

December 15, 2023|2 min read

Why less is more when it comes to investment decisions

October 25, 2023|3 min read

Sam Sivarajan

Planning and Advice

Understanding clients means helping them feel in control

December 20, 2023|3 min read

How our five brains affect financial advice

October 23, 2023|3 min read

Catherine Hung

Tax & Estate

Beware of tainting GRE status

January 17, 2024|4 min read

Avoid double taxation on wealth transfers to the next generation

October 26, 2023|4 min read

Matt Trotta

Tax & Estate

RRSPs and estate administration

November 15, 2023|6 min read

RESPs and blended families

August 30, 2023|5 min read

Mark Rosen

Investments

Advisors should be wary of conflicts when reviewing stock ratings

December 15, 2023|3 min read

Some energy firms are quietly separating their ESG businesses

September 15, 2023|3 min read