Talking about ETFs
Tips for teaching clients about these still-evolving funds and what they entail
- By: Patricia Chisholm
- May 2, 2018 November 9, 2019
- 00:10
Top Stories in In Depth
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 November 9, 2019
- 00:09
Two global portfolios, two unique approaches
ETF experts choose sample investments designed to mine international opportunities
- By: Dwarka Lakhan
- May 2, 2018 November 9, 2019
- 00:08
Advice and ETFs: new models
Robo-advisors and traditional firms are creating new partnerships
- By: Fiona Collie
- May 2, 2018 November 9, 2019
- 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 November 9, 2019
- 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 November 9, 2019
- 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 November 9, 2019
- 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 November 9, 2019
- 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 November 9, 2019
- 00:02
Looking past the package
New features don't always mean a better product
- By: Dan Hallett
- May 2, 2018 November 9, 2019
- 00:01
Brokerage Report Card 2018: Editors discuss this year’s results
Advisors’ businesses are stronger than ever
- By: Fiona Collie, Pablo Fuchs
- April 27, 2018 November 9, 2019
- 10:10
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 November 9, 2019
- 00:25
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 November 9, 2019
- 00:23
What’s the best response to a fast-changing global trading order?
The NEI approach challenges assumptions, stays agile, and remains laser-focused on the long term.
- By: NEI Investments
- April 13, 2026 April 8, 2026
- 08:00
How does stewardship carve out new paths to performance?
Active ownership helps create long-term value for investors.
- By: NEI Investments
- March 30, 2026 April 8, 2026
- 08:00
How can investors capitalize on resource optimization?
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…
- By: NEI Investments
- March 2, 2026 February 24, 2026
- 08:00
The Seasons of an Advisor’s Life: Fall, a time for harvesting, productivity and shedding the old
Have You Thought About What Season Your Practice is in?
- By: Designed Securities
- September 12, 2022 September 12, 2022
- 07:00
A different frame
HNW clients want guidance on the complex challenges that wealth can bring
- By: Patricia Chisholm
- October 15, 2018 November 9, 2019
- 00:32
Powering up your practice
Referrals are key to boosting your roster of HNW clients
- By: Dwarka Lakhan
- October 15, 2018 November 9, 2019
- 00:31
5 Questions to Ask Managers About Evergreen Private Equity
Manager selection can make or break private equity returns — ask these five questions when evaluating evergreen PE strategies.
- By: KKR
- April 13, 2026 April 15, 2026
- 08:00
Where do private apartment funds fit in a modern portfolio?
The nature of private apartment funds means they can complement your client’s traditional investment portfolio.
- By: Equiton
- October 14, 2025 October 13, 2025
- 08:00
Advisor Productivity: Solving the Canadian Integration Gap
Boosting advisor productivity in Canada through integration, innovation, and global best practices.
- By: Objectway
- October 6, 2025 October 6, 2025
- 08:00
Report Card on Banks 2025 summary video
A video breakdown of the 2025 Report Card on Banks themes
- By: IE Staff
- October 21, 2025 October 21, 2025
- 12:39
Retail bank advisors identified pay as a key motivator
Paying the bills and growing their careers were priorities for the Big Six’s branch planners
- By: Roland Inacay
- October 21, 2025 October 21, 2025
- 09:59
Proprietary shelves, sales pressure not a problem, most retail planners say
But banks’ big mutual fund fees are, investor advocate says
- By: Michelle Schriver
- October 21, 2025 October 21, 2025
- 09:40
OSC seeks $37.5 million in Bridging sanctions
Regulator requests monetary penalties, disgorgement, costs and market bans
- By: James Langton
- April 29, 2025 July 10, 2025
- 16:11
Insurance advisors share industry sentiment and needs (charts)
Insurance advisors answered multiple-choice questions about their industry experience for this inaugural research
- By: Katie Keir, Emily Fox
- February 12, 2024 July 9, 2024
- 00:14
Hot housing market gives some Canadians cold comfort
Housing costs are a growing worry, BMO index finds
- By: IE Staff
- March 17, 2022 March 17, 2022
- 15:02