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ETF Summit agenda

This event is now available for complimentary viewing across Canada via our Virtual Conference

ETF Summit speaker biographies

This event is now available for complimentary viewing across Canada via our Virtual Conference

Slideshow: How a firm’s ratings impact advisors’ recommendations

Although advisors are likely to recommend their firm to another advisor, this changes sometimes based on their perception of their brokerage

Slideshow: Measuring up each firm’s average advisor

Although overall AUM and productivity are up, this isn’t the case at all firms in this year’s Brokerage Report Card

Table: Canada’s top 10 ETF providers, 2017

Shaking up the market

Competition is heating up as firms scramble to meet rising demand for ETFs

Talking about ETFs

Tips for teaching clients about these still-evolving funds and what they entail

Table: BMOAM ETFs AUM compared with total Canadian ETF AUM

Early mover’s advantage

BMO jumped into ETFs before many of its competitors. Now, the bank is building on its lead

Table: Mordy favours broad diversification

Two global portfolios, two unique approaches

ETF experts choose sample investments designed to mine international opportunities

Advice and ETFs: new models

Robo-advisors and traditional firms are creating new partnerships

New ways down alternative paths

Vehicles such as hedge funds and private equity are now open to more investors

Safe – but not too safe

ETFs offer portfolio diversification that can reduce losses while retaining potential for growth

The price of choice

As ETFs continue to morph beyond their passive, plain-vanilla roots, balancing costs and performance may become more difficult

The innovation equation

Raj Lala of Evolve says entrepreneurship is at the core of his new firm

The Seasons of an Advisor’s Life: Fall, a time for harvesting, productivity and shedding the old

Have You Thought About What Season Your Practice is in?

A different frame

HNW clients want guidance on the complex challenges that wealth can bring

Powering up your practice

Referrals are key to boosting your roster of HNW clients

CPPIB spending $690M for minority stake in software firm Regnology

The firm makes software focused on regulatory reporting solutions for financial institutions

Reclaiming Control: How Edward Jones Rewards Me for Building My Business, My Way

Discover how Edward Jones empowers experienced financial advisors like me with autonomy, support and a compensation model that values our experience.

Private REITs Offer Stability in Uncertain Political Environments

How private REITs can reduce portfolio volatility in times of public market turbulence.

Why the Definition of Independence Matters in the Canadian Securities Industry

Designed Securities Ltd. co-founders Gillian Kunza, CEO and Michael Konopaski, CFO explore common language, context and consensus in the Blue Ocean of independence.

Designed Securities’ AI readiness – how progress and quick pivots are leading them forward

Designed Securities Ltd. co-founders Gillian Kunza, CEO and Michael Konopaski, CFO continue their discussion about trailblazing in an industry filled wiqth conflict, opportunity, and dinosaurs.

Brokerage Report Card 2024 main chart

How investment advisors rated their firms’ support offerings and tools

  • By: IE Staff
  • June 5, 2024 June 4, 2024
  • 09:16

Insurance advisors share industry sentiment and needs (charts)

Insurance advisors answered multiple-choice questions about their industry experience for this inaugural research

Hot housing market gives some Canadians cold comfort

Housing costs are a growing worry, BMO index finds

  • By: IE Staff
  • March 17, 2022 March 17, 2022
  • 15:02

Canadian ETFs enter the metaverse

New funds hold several big names found in broad U.S. stock indexes

  • By: Rudy Luukko
  • January 24, 2022 January 24, 2022
  • 00:15

Can investing choices open doors to opportunity?

The NEI Global Corporate Leaders Fund is investing in companies that enable people to live and thrive.

Can investing choices improve quality of life?

The NEI Global Corporate Leaders Fund is investing in companies that promote people’s health and well-being.

Can investing choices create a more inclusive economy?

The NEI Global Corporate Leaders Fund is investing in companies breaking down barriers to economic participation.