A product lineup that will grow to more 30 than factor-tilted, smart beta ETFs will distinguish Sphere from its competitors, says the firm’s founder and…
Four actively managed, fixed-income ETFs begin trading on the Toronto Stock Exchange
Consider cost and a client’s desire to be involved in the investment process when helping to choose a type of coverage
Although some clients may be put off by the cost of premiums, advisors can demonstrate the value of permanent coverage
Although there are concerns, the FPSC, the CIFPS, the IIAC and FAIR Canada are in favour of the recommendation to regulate financial planning
Permanent policies are becoming more expensive and less tax-advantageous, but Canadians are still buying plenty of coverage
New report also recommends a simplified approach to dealing with consumer complaints and a consumer-friendly process for recovering losses
In part four, Peter Drake, former vice president, retirement and economic research, Fidelity Investments, Canada, gives tips on tackling the perennial question of how much…
Pablo Fuchs, senior editor with Investment Executive, and Fiona Collie, staff writer, discuss whether survey participants want to see a merger of the SROs and…
Pablo Fuchs, senior editor with Investment Executive, and Fiona Collie, staff writer, outline the key findings of the 2016 Regulators’ Report Card. Ratings are a…
An IIROC/MFDA merger, which 80% of survey participants support, has been the subject of long-running debate
For the eighth year in a row, compliance officers (COs) and company executives throughout the investment industry shared their thoughts about the regulators.
Despite volatile markets, an uncertain economic environment and increasing regulation, Canada's regulators are holding their own
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