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Equity-income managers find attractive values in pipeline stocks

Among their favoured holdings are infrastructure stocks such as pipelines, which are energy-related but less vulnerable to swings in commodity prices

Capturing prospects in the digital realm

These digital communication strategies can help draw more clients to your business in 2017

Why it’s time to update your communication strategy

Clients want to hear from you more than you might think — and not only about their investments

Responsible investing ETFs are vital to attracting millennials

Surveys show that millennials prefer ETFs to other investments and their portfolios to be managed in a socially responsible manner

  • By: Jade Hemeon
  • January 24, 2017 November 9, 2019
  • 10:00

What investors should look for in dividend-paying stocks

With the very real prospect of further interest-rate increases in 2017, how will rate-sensitive equities such as dividend-rich stocks and real estate investment trusts perform?

Upward trajectory in ETFs’ AUM expected to continue

The next phase of growth in these products is expected to come from smart beta ETFs that go beyond passive index investing

  • By: Jade Hemeon
  • January 23, 2017 November 9, 2019
  • 10:15

Outlook 2017: Watching Trump

Market players assume that Trump’s policies will stimulate growth

Despite a strong start to 2017, questions remain

Optimism is high that tax cuts, public spending and less regulation will prime the U.S. economy's pump. But with U.S. employment and debt already high,…

Consumption patterns on the upswing

As economic growth continues to improve around the globe, the consumer discretionary category is likely to present an expanded range of opportunities, with retail revenue…

Positive outlook for world’s banks

But a correction could be in the cards if predictions of continuing economic growth around the world don't come true

Optimism for Colombia

Energy prices and infrastucture projects are expected to fuel the country's economic growth during the next few years, while a peace accord with rebels offers…

Finding winners in resources

Portfolio managers look for companies whose prospects are tied to growth in commodity volumes rather than in rising underlying prices. Although oil prices are unpredictable,…

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.