Small biz tax changes: where we are now
The federal government’s final proposals received royal assent on June 21
Top Stories in In-Depth
Why attend our ETF Summit
Half-day event will provide much-needed clarity on the benefits and challenges of using ETFs
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
- By: Fiona Collie
- May 16, 2018 July 6, 2018
- 10:00
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
- By: James Langton
- May 9, 2018 July 6, 2018
- 10:00
Shaking up the market
Competition is heating up as firms scramble to meet rising demand for ETFs
- By: Jade Hemeon
- May 2, 2018 May 1, 2018
- 00:11
Talking about ETFs
Tips for teaching clients about these still-evolving funds and what they entail
- By: Patricia Chisholm
- May 2, 2018 May 1, 2018
- 00:10
Early mover’s advantage
BMO jumped into ETFs before many of its competitors. Now, the bank is building on its lead
- By: Rudy Mezzetta
- May 2, 2018 May 1, 2018
- 00:09
Two global portfolios, two unique approaches
ETF experts choose sample investments designed to mine international opportunities
- By: Dwarka Lakhan
- May 2, 2018 May 1, 2018
- 00:08
Advice and ETFs: new models
Robo-advisors and traditional firms are creating new partnerships
- By: Fiona Collie
- May 2, 2018 May 1, 2018
- 00:07
New ways down alternative paths
Vehicles such as hedge funds and private equity are now open to more investors
- By: Megan Harman
- May 2, 2018 May 18, 2018
- 00:06
Safe – but not too safe
ETFs offer portfolio diversification that can reduce losses while retaining potential for growth
- By: Patricia Chisholm
- May 2, 2018 May 1, 2018
- 00:05
The price of choice
As ETFs continue to morph beyond their passive, plain-vanilla roots, balancing costs and performance may become more difficult
- By: Patricia Chisholm
- May 2, 2018 May 30, 2018
- 00:04
The innovation equation
Raj Lala of Evolve says entrepreneurship is at the core of his new firm
- By: Jade Hemeon
- May 2, 2018 May 4, 2018
- 00:03
Above the fray
Deborah Fuhr brings years of independent thinking and insight to the rapidly changing, global ETF landscape
- By: Jade Hemeon
- May 2, 2018 May 1, 2018
- 00:02
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
- By: Fiona Collie, Pablo Fuchs
- April 27, 2018 April 27, 2018
- 10:10
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…
- By: Fiona Collie
- April 27, 2018 April 27, 2018
- 00:23
Brokerage Report Card 2018 main chart
How investment advisors rated their firms
- By: IE Staff
- April 27, 2018 June 5, 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
- By: Rudy Mezzetta
- April 27, 2018 April 27, 2018
- 00:25
Clients care little about funds’ brands
Research found that advisors are far more likely to choose proprietary investment funds for their clients
- By: Rudy Mezzetta
- March 1, 2018 March 2, 2018
- 00:17
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.
- By: Jamie Golombek