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Small biz tax changes: where we are now

The federal government’s final proposals received royal assent on June 21

Why attend our ETF Summit

Half-day event will provide much-needed clarity on the benefits and challenges of using ETFs

    ETF Summit agenda

    The event will run from 7:30 AM to 1:30 PM

      ETF Summit virtual conference

      Extend your participation beyond Oct. 3

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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

        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 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

        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.