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Federal reserve building, Washington DC

Central banks’ interest rate increases carry great risk

Short-term interest rate tightening is likely to flatten the yield curve if not accompanied by expectations of higher future inflation

birthday candle

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 speaker biographies

      Find out who you'll hear from

        ETF Summit virtual conference

        Extend your participation beyond Oct. 3

          smiling young business woman

          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

          Talking about ETFs

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

          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

          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.