Celebrating 10 years of ETF-based portfolio returns
Why one portfolio manager believes ETFs have revolutionized the investment landscape
- September 10, 2024 September 16, 2024
- 13:00
Why one portfolio manager believes ETFs have revolutionized the investment landscape
Permanent insurance also has a host of other tax benefits
Primarily using ETFs has helped one advisor to make better investment decisions, but she attributes some success to a powerful non-financial practice
Opinion: Artificial intelligence represents a huge opportunity but must be approached carefully
Taxpayer penalized for overcontribution after relying on My Account information
Advisors should speak to clients annually about crystallization
In one case, failure to report resulted in an overcontribution penalty
A hypothetical scenario compares dividend investing inside and outside this registered account
Public database of proxy voting records aims to better align asset managers and owners
Evolving expectations leave some managers struggling
Opinion: The backlash has limited prospects for four reasons
The goal is to create a common language for the issuance of financial instruments
Federal budget did little to invigorate sluggish investment spending
Tech, profound shocks have changed investor behaviour
A new approach is needed to replace failed government programs
Regulators require internal compliance expertise
Regulatory efficiency saves costs and ultimately benefits investors
Advisors play an important role in enhancing resiliency
The best solution to the complex transition may be flexibility
The delivery of policy shouldn’t be a last step