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Rudy Luukko

Rudy Luukko is the retired editor, investment and personal finance, with Morningstar Canada. He wrote frequently on investments, regulatory issues and personal finance for Morningstar.ca from 2000 to 2018. He was the first-prize winner of the 2016 PMAC Award for Excellence in Investment Journalism for a series on robo-advice. During his career, he has written for numerous general interest, trade and institutional publications in Canada and the U.S., and has co-authored courses for the Canadian Securities Institute. Currently, he is a contributor for investmentexecutive.com, writing monthly on ETFs. He is a bachelor of journalism graduate of Carleton University and holds a Chartered Investment Manager (CIM) designation.

The allure of floating-rate ETFs

These investments offer a hefty yield boost over government debt and are insulated from rising interest rates

  • December 4, 2018 October 17, 2019
  • 10:00

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

  • November 27, 2018 November 9, 2019
  • 10:00

A reality check for your clients

The projections for mutual fund returns in the next several years are modest at best

  • November 20, 2018 November 9, 2019
  • 06:00

Stuck in neutral

Mutual funds sales slump reflects investors’ risk-averse mentality

  • November 13, 2018 November 9, 2019
  • 06:00

Active bond ETFs outpace passive funds

These ETFs are more likely to outperform, as they can deviate from their benchmarks and exploit market inefficiencies

  • September 21, 2018 October 31, 2019
  • 00:17

Questrade pioneers “no-call” robo-advice

More robo-advisors want regulatory approval to sell without contacting clients

  • March 3, 2017 March 3, 2017
  • 15:25

Wealthsimple seeks relief from mandatory client calls

Robo-advisor’s cost-saving proposal is subject to OSC approval

  • January 24, 2017 January 24, 2017
  • 14:15

RBC glide path aims to ease millennials’ fears

Equity level of 2050 target-date fund rises, levels off, then declines

  • December 14, 2016 October 17, 2019
  • 11:55

Summertime and the living was easy for fund investors

Modest gains were the norm in a laid-back August.

  • September 6, 2016 October 17, 2019
  • 08:30

ETF terminations outnumber new launches in August

Volatile stock markets are the main culprit

  • August 31, 2015 August 31, 2015
  • 11:20