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Lessons learned from recent cyber attacks

These examples reveal some of the tactics that hackers use and the steep costs they can have for firms

Keeping current on cybersecurity threats

Understanding the digital perils is the first step in protecting your practice

Expert Committee’s proposed rules could have far-reaching implications

The introduction of restrictions to using the financial planner title as well a new statutory best interest standard will provide much needed clarity for clients

  • By: Cary List
  • April 24, 2017 November 10, 2019
  • 04:30

From the editor

ETFs continue to capture the hearts and wallets of investors in Canada. Assets under management in the industry reached about $114 billion at the end…

Higher interest rates on the horizon?

Fixed income ETFs come in many flavours to help you clients handle rising rates

Table

Sparking a revolution

ETFs are attracting the interest - and the assets - of investors large and small

Pinpointing investment prospects

Sector ETFs allow investors to gain exposure to parts of the market that they believe could outperform

Finding your niche

Zeroing in on your top investment bets

A tale of 2 portfolios

ETF specialists do their best in building sample portfolios

Rules of the trade

Knowing the ins and outs of trading ETFs can help ensure that your clients get the best deal possible

A learning curve

Given that ETFs are becoming more complex, advisors may want to hit the books to stay up to date

Staying on top of change

At Mackenzie Financial, there's no "spaghetti cannon" creating all kinds of new products just to see what sticks

A higher purpose

Helping clients meet their financial goals rather than beating benchmarks

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.