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HNW clients favour independents

Gap between independent and bank channels could be more perception than reality, however

How seg funds weathered last year

AUM dropped in 2018, thanks to flagging markets

Government yields hold, corporate spreads widen

Central bankers seek to steady markets as deficits rise and trade frictions escalate

Newsmaker: Great-West Life’s digital transformation

Technology is important, but understanding client needs begins with advisors, says Jeff Macoun

  • By: Katie Keir
  • March 8, 2019 October 31, 2019
  • 15:13

Reducing the burden, but fairly

Can policy-makers lighten regulation and still protect investors?

RRSPs: Recession fears

Clients who invest in RRSPs should think long-term and diversify

  • By: Katie Keir
  • February 12, 2019 October 31, 2019
  • 00:20

Calling the doctors

Wealth-management firms compete for the business of health-care professionals

Shopping for corporate debt

A little default risk may be acceptable as Bank of Canada eases back on rate hikes

Preferred-share ETFs come with risk

Often considered a conservative investment, preferreds remain subject to equity market movements

  • By: Rudy Luukko
  • February 12, 2019 October 31, 2019
  • 00:16

Stock-pickers need some volatility

Mutual fund families that used a stock-picking portfolio-management style soared last year

Charlie Spiring

Newsmaker: Taking on the bank-owned firms

Wellington-Altus chairman Charlie Spiring is entering a new venture to do what he does best: Create wealth

Investors make their voices heard

There’s support for the CSA’s proposals, but criticism of regulators

Uncertainty reigns

Escalation of the U.S./China trade war is the biggest risk

TFSAs: Setback for the CRA

Tax Court decision may limit the scope of the advantage tax

Financial firms had strong quarter

Most companies had improved earnings, but slower growth will mean smaller increases in profits

Newsmaker: A place for independents

The new CEO of PWL is focused on embracing technology and bringing in young advisors to help the firm attract clients

Millennials at risk of losing out

Gauging Canadian millennials’ knowledge of investing

  • By: Leah Golob
  • January 21, 2019 October 31, 2019
  • 00:14

Fear of risk and volatility persists

The significant market downturn many experienced may have translated into an aversion toward investing

  • By: Leah Golob
  • January 21, 2019 October 31, 2019
  • 00:13

Convergence takes hold

Long gone are the days when mutual funds and ETFs were two solitudes. Having both products has proven to be a winning strategy

  • By: Rudy Luukko
  • November 27, 2018 November 9, 2019
  • 10:00
Fund manager delivers strong perfomance

Taking stock of emotion

Mutual Fund Manager of the Year: Mackenzie portfolio manager Philip Taller focuses on out-of-favour stocks

  • By: Jade Hemeon
  • November 23, 2018 October 31, 2019
  • 00:21
Supreme Court of Canada building in Ottawa

Not yet a done deal

Many hurdles remain for the CMRA before it becomes a reality

A new message

Richardson GMP’s new focus is on intergenerational wealth transfer

Chart: Significant growth for Canada's asset-management industry

Crisis accelerated shift in product space

Technology also played a critical role in the proliferation of products such as ETFs during the past 10 years

Disclosure’s impact on the value of advice

The trend toward fee awareness may be contributing to some investors' growing dissatisfaction with their advisors

Targeting the causes of “undersaving”

New guidelines recommend how much investors should save for retirement, but there are causes affecting the ability to save