26-00191.pdf
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The data reinforces a picture of sustained operating pressure that may have direct implications for client cash flow, investment capacity, and succession planning timelines. Sales declined 2.7 per cent year-over-year in April and 3.0 per cent in May, according to Xero, before rebounding 3.8 per cent in June as gasoline prices dipped below $1.70 per…
Many advisors spend years mastering investments, but for affluent families, portfolio management is often just the starting point. Jason Diamond welcomes Constantine Hatzivassiliou, partner at Certuity, to discuss how his journey from aspiring professional golfer to leader of a nearly $5 billion multi-family office shaped his approach to client service. Their conversation explores why trust…
On a monthly basis, American consumer confidence edged up 1.9 points from June 2026. However, on a year-over-year basis, the US recorded a significant decline of 2.8 points compared to July 2025; one of the more notable annual drops among developed markets tracked in the survey. That annual softening places the US alongside Great Britain…
New Outbreak Adds to Nationwide Surge Federal health officials are investigating a new cyclospora outbreak that has sickened at least 72 people, adding to a growing nationwide surge of infections caused by the foodborne parasite. The Food and Drug Administration said it has not yet identified the source and has launched a traceback investigation. The…
Prospective homebuyers eyeing a condominium may soon discover that mortgage lenders are as interested in the condo building as they are in the buyer. New condo-lending policies taking effect on Aug. 3 from Fannie Mae and Freddie Mac — government-sponsored enterprises that purchase qualifying mortgages on the secondary market — mean that some purchases could…
The regulator has already won in the United States. On June 20, 2024, a US court held two of the defendants jointly and severally liable for disgorgement of US$42,503,547. The US Court of Appeals for the First Circuit upheld that judgment on February 19, 2026, and a seven-judge panel refused to reconsider it on May…