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A win/win proposition

Clients don’t have to give up returns to embrace RI

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Making an impact

Once a misunderstood niche area of RI, impact investing is attracting attention and assets

  • By: Katie Keir
  • December 16, 2019 November 18, 2019
  • 00:01
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Lifting the veil on RI screening

There is wide variation when it comes to how managers choose RI investments

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The ABCs of ESG

Environmental, social and governance issues are the three pillars of responsible investing

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What is responsible investing, anyway?

Learn the background behind a concept that is much more than a passing trend

  • By: Leah Golob
  • November 4, 2019 November 9, 2019
  • 00:02

Why attend our ETF Summit

This event is now available for complimentary viewing across Canada via our Virtual Conference

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    Convergence takes hold

    Long gone are the days when mutual funds and ETFs were two solitudes. Having both products has proven to be a winning strategy

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    A reality check for your clients

    The projections for mutual fund returns in the next several years are modest at best

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    Regulators’ attention to mutual funds persists

    The CSA is focused on introducing greater investor-protection rules while planning to eliminate some of the unnecessary rules and requirements mutual funds face

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    Limiting the risk of investing in emerging markets

    Multinational companies with significant operations in emerging markets provide a safer alternative to the stocks of local companies

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    Little leeway for feds in next budget

    Solid economic growth and the recently negotiated U.S./Mexico/Canada Agreement for trade are points of strength, but the large deficit doesn't give Ottawa much room to…

    Income splitting in the age of TOSI

    Although the new "tax on split income" rules target adult children and spouses of business owners, there are exceptions that permit income splitting under certain…

    Changes coming for RDSPs?

    Senate committee's recommendations would increase enrolment and make accessing funds easier for planholders

    Coming clean on foreign property

    The CRA is increasing efforts to collect taxes due on assets held offshore. Clients who fail to comply could face hefty penalties

    Changes to VDP raise questions

    The CRA revised its voluntary disclosure program, which may deter some taxpayers from coming forward. Applications to the program are down significantly since the changes…

    Running a business through a TFSA?

    The CRA is targeting advisors who appear to be engaging in high-frequency trading and day trading to boost their TFSA earnings. Some advisors say the…

    New trust rules coming

    Beginning in 2021, most family trusts will be required to file tax returns with the CRA even if those trusts don't earn income or make…

    Most provinces standing pat

    With various provincial elections slated for next year and uncertainty surrounding the introduction of a federal carbon tax, there were not many tax changes implemented…

    Key yearend tax tips

    There are several tax-planning strategies that you and your clients should consider - from crystallizing capital gains and losses to maximizing charitable donations and TFSAs…

    Businessman Walk Over Cliff Gap Risk Mountain Balancing Flat Illustration

    Balancing risk in a time of flat yield curves

    Investing in bonds to take shelter from the potential tumble in stock prices also carries great risk

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    Offering advisor alpha to clients

    If you’ve shifted to passive investing, here are ideas to create advisory value for clients

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    Attractive opportunities for income-focused investors

    Sovereign and corporate emerging-market bonds carry greater risk, but offer potential for significant pick-up in yield to bonds from developed markets

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    How ETF investors are unique — and why it matters to advisors

    Find out what research presented at the ETF Summit reveals

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    How ETFs fit into a hybrid advice model

    Experts describe how they use the funds

    page of newspaper with words government bonds

    What is safety worth to fixed-income investors?

    Bond investors are giving up a lot of yield by taking on government bonds to avoid the potential default in corporate bonds