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ETFs and mutual funds to overlap

Both markets are poised to enjoy healthy growth in 2018, but the ETF market is broadening beyond products that mimic key benchmark indices

  • By: Jade Hemeon
  • January 15, 2018 November 9, 2019
  • 00:14

Expect an insurance shakeup

Although insurance products themselves aren't expected to undergo drastic changes, pricing is likely to shift for some products, and insurers are re-evaluating others

Insurance: Tough times for MGAs

A growing list of compliance responsibilities - including advisor oversight - and a trend toward acquisition by larger firms presents challenges for independent insurance distributors

An eventful year in tax policy

The federal government must find a way to proceed with changes to the tax rules affecting private corporations and respond appropriately to U.S. tax cuts

Focusing on the next generation

Some firms are revamping their strategies and training programs to ensure the next generation of advisors is prepared for a changing marketplace

A major tipping point for RI?

Asset-management companies increasingly are integrating environmental, social and corporate governance factors into the selection and management of investments as investors' interest in responsible investing grows

  • By: Leah Golob
  • January 15, 2018 November 9, 2019
  • 00:09

CRM2 disclosure is having an impact

CRM2 has raised investors' awareness regarding how much they pay for advice and how financial advisors are paid

Help for aging property owners

Help for aging property owners

Kevin Wark discusses three options for helping aging clients manage their property, and zeroes in on the pros and cons of joint interest trusts

  • By: Kevin Wark
  • November 19, 2017 November 9, 2019
  • 12:00
Ontario budget pledges financial sector reform

Ontario commits to move forward on regulating financial planners

The province will “consult extensively with stakeholders” on effort to restrict the use of financial planning titles and impose proficiency requirements on financial planners

Stocks for an aging population

Look for investment opportunities in a broad range of sectors that focus on older consumers

No fear: Keeping retired clients calm

Many people are more afraid of running out of money than of dying. Advisors need to ensure retired clients act prudently

  • By: Jade Hemeon
  • November 14, 2017 November 9, 2019
  • 00:51

Help older clients control debt

A desire to help children and grandchildren - combined with the availability of credit - is encouraging many elderly clients to carry debt into retirement

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

Building Trust, the Right Way at WFG

Head of Compliance for WFGIAC April Stadnek shares her perspective on the growing need for financial protection among Canadians, and how WFG supports its advisors…

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.

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

How do responsible investment principles benefit long-term investors?

A time-tested, differentiated approach to responsible investing is an advantage in volatile times, says NEI Investments’ Vice-president and Head of Responsible Investing, Adelaide Chiu.

How can optimized diversification protect investors in 2025 and beyond?

A multilayered approach can minimize risk and uncover the unseen, says NEI Investments’ Vice-president and Head of Asset Allocation, Judith Chan.

Where might growth emerge as the Magnificent Seven’s dominance fades?

NEI Investments’ CIO, John Bai, explains why investors may benefit from broader market exposure in 2025.