Deborah Fuhr, managing partner and co-founder ETFGI, discusses the rise of exchange-traded funds, their impact on portfolio management and which ETF strategies work best for…
Once you have developing trust with prospects, you can take steps to make them clients — and advocates of your services
Engage your audience, capture information and demonstrate your skills
Communicate your brand and demonstrate how you can help your clients
In part two of Gaining Altitude, Dan Richards, CEO, Client Insights, answers a question from an advisor who received a (slightly reluctant) thirty-minute meeting with…
In part three, the managers comment on their exposure to various non-financial sectors and some of the holdings they favour
Paul Bosse, principal, Vanguard, discusses the impact of home country bias on Canadian investors, and why they should diversify their portfolios. He spoke at the…
In part two, the managers discuss their strategies in the financial services sector
Reginald Browne, sr. managing director, global co-head, ETF group, Cantor Fitzgerald & Co., explains the benefits of this tax efficient and diversified asset class and…
Those overseen by IIROC and MFDA want clarity on which rules will apply to them
In part one of the roundtable, the managers discuss discuss the overall prospects for this market segment
ETFs are picking up traction in the United States and Europe
The long duration of Canadian bonds means investors are likely going to want exposure to other markets as interest rates start to rise
The NEI approach challenges assumptions, stays agile, and remains laser-focused on the long term.
Active ownership helps create long-term value for investors.
As resources run out and companies turn away from the depletive economy, opportunities run in — and Impax’s Luciano Lilloy is snapping them up for…
Have You Thought About What Season Your Practice is in?
HNW clients want guidance on the complex challenges that wealth can bring
Referrals are key to boosting your roster of HNW clients
Manager selection can make or break private equity returns — ask these five questions when evaluating evergreen PE strategies.
The nature of private apartment funds means they can complement your client’s traditional investment portfolio.
Boosting advisor productivity in Canada through integration, innovation, and global best practices.
A video breakdown of the 2025 Report Card on Banks themes
Paying the bills and growing their careers were priorities for the Big Six’s branch planners
But banks’ big mutual fund fees are, investor advocate says
Regulator requests monetary penalties, disgorgement, costs and market bans
Insurance advisors answered multiple-choice questions about their industry experience for this inaugural research
Housing costs are a growing worry, BMO index finds