ETFs and the fee-based advisor
Andrew Pyle uses ETFs to achieve flexibility and transparency for clients' portfolios
- By: Rudy Mezzetta
- April 27, 2015 November 9, 2019
- 23:00
Top Stories in In Depth
Charting a new course
Mandeville Wealth Services may be on the leading edge of mutual fund dealers selling ETFs
- By: Susan Yellin
- April 27, 2015 November 9, 2019
- 23:00
Opinion: To hedge, or not to hedge
ETFs provide many options for hedging, but you need to ask whether or not this is necessary for your clients
- By: Dan Hallett
- April 27, 2015 November 9, 2019
- 23:00
New fee transparency boosting ETFs
As CRM2 ramps up, more advisors are offering ETFs and fee-based accounts
- By: Fiona Collie
- April 27, 2015 November 9, 2019
- 23:00
Outsmarting the market
"Smart beta" ETFs are based on customized indices. They are one way to add a dash of spice to your clients' portfolios
- By: Jade Hemeon
- April 27, 2015 November 9, 2019
- 23:00
Advisors are getting cosy with ETFs
But Questions of trust and transparency are holding some advisors back
- By: Megan Harman
- April 27, 2015 November 9, 2019
- 23:00
Narrowing your focus
Use sector ETFs to fine-tune your clients’ exposure
- By: Dwarka Lakhan
- April 27, 2015 November 9, 2019
- 23:00
In the market for income
There is a wide variety of ETFs to choose from, but the key is to manage duration, especially if you think rates are bound to…
- By: Dwarka Lakhan
- April 27, 2015 November 9, 2019
- 23:00
Opinion: Lifting the hood on low-volatility ETFs
These ETFs are designed to smooth the ride for risk-adverse clients, but take the time to understand the strategy
- By: Dan Hallett
- April 27, 2015 November 9, 2019
- 23:00
Free rein for managers
Some actively managed ETFs strive to better their benchmarks
- By: Jade Hemeon
- April 27, 2015 November 9, 2019
- 23:00
Levelling the playing field
More and more, ETFs represent the “democratization” of investing
- By: Jade Hemeon
- April 27, 2015 November 9, 2019
- 23:00
Ontario committee members named
Malcolm Heins to chair expert committee on the regulation of financial planning
- By: James Langton
- April 27, 2015 November 9, 2019
- 16:00
Advising the advisors
Marilyn deRooy-Pearson works with financial advisors and their business-owner clients to help them through the tax, succession, estate and financial planning challenges that are unique…
- By: Brian Lewis
- April 24, 2015 November 9, 2019
- 23:00
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
Is Essential Retail A Smart Money Play in Today’s Market?
With investors growing cautious toward historically expensive risk assets, defensive sectors are attracting renewed capital inflows. Skyline breaks down the current environment and explains why…
- By: Skyline
- December 8, 2025 November 21, 2025
- 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
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
Building Trust, the Right Way at WFG
Head of Compliance for WFGIAC April Stadnek shares her perspective on the growing need for financial protection among Canadians, and how WFG supports its advisors…
- By: World Financial Group
- February 4, 2025 February 4, 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