ETF Guide 2015: From the editor
In this, Investment Executive‘s (IE) second annual ETF Guide for financial advisors, we discuss some major trends in products and strategies in the exchange-traded fund…
In this, Investment Executive‘s (IE) second annual ETF Guide for financial advisors, we discuss some major trends in products and strategies in the exchange-traded fund…
James Breech and cougar global integrate financial planning and investment management to meet clients' goals
Reg Jackson says his clients were looking for a lower-cost alternative to mutual funds
Andrew Pyle uses ETFs to achieve flexibility and transparency for clients' portfolios
Mandeville Wealth Services may be on the leading edge of mutual fund dealers selling ETFs
ETFs provide many options for hedging, but you need to ask whether or not this is necessary for your clients
As CRM2 ramps up, more advisors are offering ETFs and fee-based accounts
"Smart beta" ETFs are based on customized indices. They are one way to add a dash of spice to your clients' portfolios
But Questions of trust and transparency are holding some advisors back
Use sector ETFs to fine-tune your clients’ exposure
There is a wide variety of ETFs to choose from, but the key is to manage duration, especially if you think rates are bound to…
These ETFs are designed to smooth the ride for risk-adverse clients, but take the time to understand the strategy
Some actively managed ETFs strive to better their benchmarks
More and more, ETFs represent the “democratization” of investing
Statistics tell us that most entrepreneurs are grossly unprepared for leaving businesses that they have founded. Some say it's harder to leave a company than…
The Internet is crawling with nasty, destructive software designed to infect, steal and destroy. If you collect sensitive financial data, you may be at high…
Marilyn deRooy-Pearson works with financial advisors and their business-owner clients to help them through the tax, succession, estate and financial planning challenges that are unique…
Having a messy desk not only affects the perception of your practice among established and prospective clients, it also affects your mood and productivity, as…
Financial advisors tend to focus more on increasing their revenue than on the profitability of their practices. But in an increasingly competitive environment, it’s necessary…
What if - heaven forbid - you were to die suddenly? Would your practice, your clients and your family be left in the lurch?
Developing new business requires that you demonstrate clearly differentiated value. And you must set aside time - on both a daily and a weekly basis…
Internal staff meetings have a bad reputation for wasting time and failing to get things done. Here are some tips on how you can turn…
Clients often do not fully understand the negative implications of cancelling a life insurance policy. It is your role as an advisor to ensure there…
Hay fever and related allergies start their onslaught in early spring and summer as trees, lawns and even lowly weed patches spew pollen. While medications…
here are some universal considerations that apply to succession planning, regardless of the size of the firm. But planning your departure from the top position…
How advisors rated their firms
Not only do advisors want access to management, they also want their leaders to make changes based on advisors' suggestions
Most advisors favour having non-producing branch managers, but there are some who say the old approach still has value
Whether or not advisors are satisfied with their firms' offerings, several brokerages are bringing in more specialists and making major steps to improve the support…
Many advisors say their firms can't always be counted on to follow through on their promises
Some advisors clamour for their firms to make greater efforts so that their brands become better known among the public
Technology woes continue
There are great differences among advisors regarding the changes their firms have made to their compensation structures
Advisors across the board have seen remarkable growth in their books of business, productivity, client assets and take-home pay. Beneath these headline numbers, there are…
Taking a less is more approach
Although advisors reported some good news, in that their books of business rose to an all-time high yet again, they also want their firms to…
Advisors ready for CRM2 changes
Concept could resonate with younger clients
A series of missed deadlines is partly responsible
Montreal is known for its vibrant and unique quilt of small retail businesses. But the forces of development are threatening their future
The Nova Scotia government has promised to balance its books, and its budget unveils how this remarkable feat is supposed to happen: by pinching pennies.…
The province's long reliance on oil revenue needs to come to an end, as climate change forces world oil consumption and pricing downward
IFIC says editorial does not accurately reflect the investment funds industry's approach to the need for retirement savings
Editorial
Clients who consider emerging markets to be too risky can benefit by investing in firms that do business in these regions
Traders are fixated on whether the Fed will raise interest rates and not on the longer-term earnings outlook, which appears positive
Arrow Capital Management Inc. of Toronto has launched Exemplar Growth and Income Fund. The new balanced fund’s goal is to increase capital through equities and…
Sun Life Global Investments (Canada) Inc. has launched three new corporate-class mutual funds. Sun Life Franklin Bissett Canadian Equity Class will be managed by Franklin…
Toronto-based Horizons ETFs Management (Canada) Inc. is terminating two exchange-traded funds (ETFs). As of June 12, Horizons BetaPro S&P/TSX Global Base Metals Bulls Plus ETF…
This strategy may not be as fruitful as advertised
Portfolio managers' views of Asia-Pacific markets are largely positive
Toronto-based Aston Hill Asset Management Inc. has introduced two new liquid alternative mutual funds: Aston Hill U.S. Growth Fund and Aston Hill Corporate Bond Fund…
Power Financial's investment in Wealthsimple gives the Montreal-based firm a way to reach young, prospective clients
The new head of BMO Nesbitt Burns says that careful planning and calmness in the face of daily challenges serve her well
Economic events such as lower oil prices are having an impact on the earnings of Canada's financial services companies
The investment industry is concerned about new IIROC proposals to dampen the draw of trading in U.S. dark pools
Report examine the impact that the distractions of real life can have on a portfolio manager's returns
