Outlook 2018: Bright year ahead for industry
But economic issues and sector-specific challenges remain
But economic issues and sector-specific challenges remain
Jim Virtue wants financial advice to be a profession and for Advocis to be at the heart of that profession
Investors and advisors should go “beyond the headlines and the hype”
New disclosure for seg funds to be aligned with mutual funds’ rules?
Court ruling shows the need for independent professional advice in cases in which a client's mental state is questionable
Advisors with Raymond James, DS and IPC received some of the best ratings from their clients, according to new research
After a year of intense debate over a ban on embedded commissions, all eyes are on the CSA
The big issue is the fate of the proposed Co-operative Capital Markets Regulator. But other issues will contribute in making 2018 a confusing year
Canada's Big Six banks seek new ways to embrace technology - including working with fintech firms and incorporating AI into banking services
With robo-advisor platforms and similar services here to stay, these firms will magnify their existing offerings and enter new arenas
Both markets are poised to enjoy healthy growth in 2018, but the ETF market is broadening beyond products that mimic key benchmark indices
Although insurance products themselves aren't expected to undergo drastic changes, pricing is likely to shift for some products, and insurers are re-evaluating others
A growing list of compliance responsibilities - including advisor oversight - and a trend toward acquisition by larger firms presents challenges for independent insurance distributors
The federal government must find a way to proceed with changes to the tax rules affecting private corporations and respond appropriately to U.S. tax cuts
Some firms are revamping their strategies and training programs to ensure the next generation of advisors is prepared for a changing marketplace
Asset-management companies increasingly are integrating environmental, social and corporate governance factors into the selection and management of investments as investors' interest in responsible investing grows
Canadian equity balanced funds have benefited from low interest rates and global growth. Portfolio managers are upbeat, but selective
New manager for NBI Canadian High Conviction Equity Private Portfolio
The firm has reduced its management fees and operation expenses for 50 mutual funds by up to 35 basis points
Desjardins Emerging Markets Multifactor-Controlled Volatility ETF
Mark Brett, David Daigle, Thomas Høgh and Robert Neithart will each manage a portion of the fund's assets independently
Lower management fees for four funds
American researchers identify a retirement income strategy that can help middle-market retirees make crucial decisions
Editorial
Finding enough support in Congress to eliminate a program that has benefited significant numbers of Americans is next to impossible
