Adding structure to the ETF business
Newsmaker: After more than two decades trading derivatives, Sara Petrcich is BMO GAM’s head of ETFs and structured solutions
Newsmaker: After more than two decades trading derivatives, Sara Petrcich is BMO GAM’s head of ETFs and structured solutions
Proposals seek to eliminate lowball settlements
Long-watched themes paid out big this year for Rob Cavallo and Marcello Montanari, joint managers of the RBC Life Science & Technology Fund
Focus turns to advisor titles and CFR compliance
Clients should be prepared for new obligations
Upgrading your technology can boost efficiency and improve your interactions with clients
Freedom to choose your digital tools varies by firm, but independence has its risks and rewards
Banks, insurance firms and practice management software providers have launched generative AI tools for financial advisors and retail customers
Four advisors let us know what they love about their planning software, and how it could be improved.
Editorial: While the CSA’s proposal is a good first step, that’s all it is
Province tops Canada with 1.7% probate tax on the value of an estate
How to Invest: Two advisors share how they would set up a portfolio for a $10 million windfall and a $10,000 employment bonus
Using artificial intelligence in stock-picking eliminates human bias, but results so far have been mixed
Niche products offer tradeoffs compared to market-linked GICs
