Home Newspaper October 2024

October 2024

ETF GUIDE

AI and cybersecurity may have growth potential, but not every client is suited for the associated higher risk

Here’s a recap of recent fixed-income ETF trends

Rates cuts have created a more favourable environment for fixed income, but high-interest savings account ETFs still have their place

ETF series of mutual funds are becoming more popular

Financial products with memorable tickers tend to draw more investors

Despite delistings and outflows, some believe the funds have staying power

Two experts explain why you should keep it simple and reassess your client's risk tolerance

Number of mutual funds has remained flat since 2014

Investors have withdrawn $432 million from the funds so far this year

An oft-misunderstood aspect of holding costs

Eight steps for taking a fund to market

Report Card on Banks

Planners and advisors just want to be well coached, paid fairly and provided with effective tools

Branch planners and advisors say compliance support is important, but cited several hurdles

The most productive segment of branch-based advisors saw AUM and client rosters decline

How branch advisors with the Big Six rated their banks' support offerings

Methodology for the annual Report Card

How big banks ensure a smooth transition from one branch advisor to another

Comment & Insight

Two provinces fight crime with expanded civil forfeiture powers

Editorial: Output of regulators’ advisory panels has been disappointing

News

Al Jones exemplifies association’s focus on community, promises consumer advocacy

Industry support is broader for proposed exam-based model

High-net-worth and incorporated clients look for guidance on complex changes