A great marriage
Robo-advisors are expected to add more sophisticated ETFs to their product lineups as the ETF industry continues to expand
Robo-advisors are expected to add more sophisticated ETFs to their product lineups as the ETF industry continues to expand
Financial services firms large and small are moving into the field, which means more choice for your clients
Food for thought for two investors with dissimilar needs and goals, from two ETF experts
A solution to prepare mutual fund dealers to handle ETFs may be at hand
The popularity of international ETFs is growing rapidly as investors look for greener investment pastures
Some income-focused ETFs have adopted sophisticated methods - such as put and call options - to improve returns
Investors are hankering for the taste of Exchange-traded funds, and the industry is happy to oblige with a buffet of new products
Embrace indexing in its purest form. Three ETFs with broad market exposure should do the trick
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…
U.S.-based firm aims to use its deep pockets and unique methods to expand in Canada
RBC started small with just a couple of ETFs. Now, it is moving ahead at full throttle.
The world of exchanged-traded funds (ETFs) in Canada just keeps getting larger and more complex. Assets under management in the industry have expanded quickly, reaching…
The brokerage business is going through profound change, and advisors are counting on their firms to help them navigate through the new twists and turns
As social media gains prominence as a marketing tool for advisors, access is more critical than ever. The firms that provide access to the online…
Advisors consider financial planning to be more important than ever, and more advisors are creating financial plans with their clients. However, challenges remain in getting…
With strategic focus becoming more important for advisors, many are questioning their firm's efforts to attract and serve high net-worth clients while other advisors praise…
Quick response times, consistency, reliability and a client- and advisor-focused approach by back office staff are critical
Firms' greater focus on operating within a fee-based compensation model makes the transition easier for advisors
Firms have adjusted their pay structures to reward advisors with larger or faster-growing books at the expense of advisors with modest-sized books, many of whom…
The emergence of online financial services isn't a threat to most advisors' businesses because their clients prefer a personal touch
More than 75% of advisors surveyed said their firms are prepared for the unique issues affecting this demographic
Assets under management have remained steady over the past year, ending a string of successive gains that advisors have enjoyed this decade, while productivity has…
How advisors rated their firms
Toronto-based TD Asset Management Inc. (TDAM) entered the ETF space at the end of March. TDAM launched six passive ETFs to follow fixed-income securities and…
Toronto-based Horizons ETFs Management (Canada) Inc. has launched a new dividend-focused, exchange-traded fund (ETF). Horizons Cdn. High Dividend Index ETF follows the Solactive Canadian high…
Mutual fund industry has fought investor-friendly reforms
The direction of China's economic growth is a concern in the Asia-Pacific region
Franklin Templeton Investments Corp. of Toronto has announced the merging of two of its funds into other funds. Franklin Bissett Canadian Higher Dividend Fund will…
Toronto-based Vanguard Investments Canada Inc. has launched its first series of actively managed ETFs. This suite of funds consists of Vanguard Global Liquidity Factor ETF,…
Tax accountants and lawyers could be the subject of heightened scrutiny from the Canada Revenue Agency (CRA), as the tax authority joins its global peers…
Robo-advisors may be relative newcomers to Canada’s financial services sector, but these firms are beginning to offer expanded slates of specialized investment products. Recently, for…
Upgrading technology systems is expensive, but continuing to use outdated tech could present big risks for financial services firms
Alberta has the luxury to run deficits Newfoundfland and Labrador already has significant debt
Canada’s equities markets have been transformed over the past couple of years, with the launch of new trading venues and novel execution models. Now, regulators…
Most firms welcome more transparency, but many are concerned about rule clarity and documentation
Many of your older clients fear outliving their nest eggs in retirement
Will regulators actually go ahead with reform proposals?
Proposals aim to make the advice channel more consumer-friendly
The ride-sharing service is ubiquitous, despite municipal bylaws that make use of the taxi-business busting service illegal. What happens when laws are passed and no…
Winnipeg is getting the hang of this “hosting major sporting events” thing, and it’s paying off handsomely. Just nine months after welcoming soccer’s FIFA Women’s…
Like many cities, Montreal struggles with limited taxation powers. The mayor wants to boost business by diversifying the tax base
After decades of tax cuts, the Liberals are facing "fiscal imbalance." Can the move to higher taxes be far off?
Editorial
The pre-workout stretching routine has fallen out of favour among fitness experts and sports medicine doctors. Today, the emphasis is on warming up by lightly…
If your practice is growing beyond your ability to maintain a high level of service for your clients, you may need to hire someone to…
When a client dies, he or she leaves a trail of online accounts, complete with login names and passwords. Managing these digital assets is an…
If you do volunteer work for a charity, sharing your experiences with your clients and inviting them to participate can send a positive message and…
A new type of bank bond, contingent convertibles, offers higher yields than more senior bank debt. But CoCo bonds are converted to shares if the…
Low interest rates and losses in the energy sector are putting downward pressure on the shares of large lifecos. These solid companies could offer investing…
