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Slideshow: How a firm’s ratings impact advisors’ recommendations

Although advisors are likely to recommend their firm to another advisor, this changes sometimes based on their perception of their brokerage

Slideshow: Measuring up each firm’s average advisor

Although overall AUM and productivity are up, this isn’t the case at all firms in this year’s Brokerage Report Card

Table: Canada’s top 10 ETF providers, 2017

Shaking up the market

Competition is heating up as firms scramble to meet rising demand for ETFs

exchange-traded funds, woman with tablet

Talking about ETFs

Tips for teaching clients about these still-evolving funds and what they entail

Table: BMOAM ETFs AUM compared with total Canadian ETF AUM

Early mover’s advantage

BMO jumped into ETFs before many of its competitors. Now, the bank is building on its lead

Two global portfolios, two unique approaches

ETF experts choose sample investments designed to mine international opportunities

Advice and ETFs: new models

Robo-advisors and traditional firms are creating new partnerships

New ways down alternative paths

Vehicles such as hedge funds and private equity are now open to more investors

Safe – but not too safe

ETFs offer portfolio diversification that can reduce losses while retaining potential for growth

The price of choice

As ETFs continue to morph beyond their passive, plain-vanilla roots, balancing costs and performance may become more difficult

The innovation equation

Raj Lala of Evolve says entrepreneurship is at the core of his new firm

Above the fray

Deborah Fuhr brings years of independent thinking and insight to the rapidly changing, global ETF landscape

Looking past the package

New features don't always mean a better product

Canadian IPO market hits pause amid first quarter volatility

New issues in the wings signal a likely increase in deal activity for the balance of the year

  • April 2, 2018 April 2, 2018
  • 12:15

From the editor

Get in the right mindset

Ensure you're aligned with your prospects' expectations and needs - and tell your story in a compelling way

Rise above the “market noise”

The relentless flow of economic and market news makes it crucial for advisors to rise above the “noise” when managing their clients’ portfolios.

  • December 5, 2017 March 29, 2018
  • 10:00

Active Research Drives Active Management

A strong research process is key to managing risk

  • September 19, 2017 March 29, 2018
  • 14:00

Goals-based Investing: A Different Approach to Managing Risk

Clients need to refocus on the real reasons for investing

  • June 27, 2017 March 29, 2018
  • 13:30

Brokerage Report Card 2018: Editors discuss this year’s results

Advisors’ businesses are stronger than ever

Firms struggle to deliver

Although advisors reported another all-time high average book of business, they're dealing with much uncertainty due to the major changes their firms and the industry…

Brokerage Report Card 2018 main chart

How investment advisors rated their firms

  • By: IE Staff
  • April 27, 2018 April 30, 2018
  • 00:22

Women fear outliving their savings

Lower income levels, lack of confidence in investing and greater exposure to eldercare issues may be contributing factors

Clients care little about funds’ brands

Research found that advisors are far more likely to choose proprietary investment funds for their clients

Federal Budget 2018

Keep on top of all the latest tax changes in Budget 2018. Watch this webinar replay with noted tax expert Jamie Golombek.