Alan Middleton, the executive director of the Schulich Executive Education Centre at York University in Toronto, explains how the best new devices can help advisors maximize their time and communicate with their clients. Middleton spoke with Investment Executive reporter Brent Jolly at the TMX Broadcast Centre in Toronto.
This event is now available for complimentary viewing across Canada via our Virtual Conference
Long gone are the days when mutual funds and ETFs were two solitudes. Having both products has proven to be a winning strategy
The projections for mutual fund returns in the next several years are modest at best
The CSA is focused on introducing greater investor-protection rules while planning to eliminate some of the unnecessary rules and requirements mutual funds face
Ruling to enable sharing of data is first of its kind
BMO AM has introduced three asset allocation ETFs and four others
This marks 60 months of consecutive net inflows into ETPs and ETFs
Trial court found in 2016 that Roger Schoer defrauded several friends and clients of more than $400,000