Home In Depth Page 59

Top Stories in In Depth

2016 Brokerage Report Card: Behind the numbers

2016 Brokerage Report Card: Behind the numbers

Will the Ontario Expert Committee’s policy recommendations succeed?

Financial planners and financial advisors need consistent implementation of some key policy recommendations

A great marriage

Robo-advisors are expected to add more sophisticated ETFs to their product lineups as the ETF industry continues to expand

The ETF club gets new members

Financial services firms large and small are moving into the field, which means more choice for your clients

Portfolios for different seasons

Food for thought for two investors with dissimilar needs and goals, from two ETF experts

Opening a new channel

A solution to prepare mutual fund dealers to handle ETFs may be at hand

Taking a global view

The popularity of international ETFs is growing rapidly as investors look for greener investment pastures

Squeezing out more income

Some income-focused ETFs have adopted sophisticated methods - such as put and call options - to improve returns

The hungry market

Investors are hankering for the taste of Exchange-traded funds, and the industry is happy to oblige with a buffet of new products

Keeping it simple

Embrace indexing in its purest form. Three ETFs with broad market exposure should do the trick

The view from the top

Investment Executive senior reporter Jade Hemeon recently met with William McNabb, chairman and CEO of U.S.-based Vanguard Group Inc., for a conversation on ETFs. Vanguard…

  • By: IE Staff
  • April 24, 2016 November 9, 2019
  • 23:00

Building relationships with advisors

U.S.-based firm aims to use its deep pockets and unique methods to expand in Canada

Filling gaps in the market

RBC started small with just a couple of ETFs. Now, it is moving ahead at full throttle.

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.