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Money flowing

Weak markets drag down mutual fund, ETF assets in March: SIMA

ETFs, however, fared better than mutual funds thanks to strong net inflows

Crypto currency

Canada launches spot Solana ETFs as crypto race ramps up

This comes just weeks after two ETFs tracking Solana futures began trading in the U.S.

Single clients bear added risk, need disability and critical illness insurance

As Canada’s single population grows, advisors can add value with disability and critical illness insurance

Man in wheelchair

Everything you ever wanted to know about disability claims

From adjudication to getting back to work, here's what you need to be there for your client

  • By: Mark Roach
  • April 15, 2025 April 18, 2025
  • 05:00
Money garden

Annuities are a better deal than your clients think 

Low interest rates turned Canadians against the product category for years — it may be time for a reset 

Businesspeople monitoring corporate statistics

Stop trying to sell life insurance to Gen Z

They see its value, but aren't likely to respond to traditional legacy planning or worst-case-scenario pitches

Dart boards with large number 9

9 ways to establish your personal insurance advisor brand

Canada’s life and health insurance business is competitive — here’s how to stand out

financial statement

FSRA publishes proposed total cost reporting rules for seg fund sector

Clients will see first enhanced statements in early 2027, if rules are approved

Stethoscope on money

When do clients need personal health coverage? 

Self-employment, job changes and retirement could be cues to look for coverage

Concept of building an investment portfolio

Product roundup: Harvest banks on new low-volatility ETFs

Plus, fund launches from RBC iShares, Manulife; multiple firms announce fund changes

Coin stacks

Product roundup: RBC iShares brings new fixed-income ETFs to market

Plus, a new ETF from Invesco, Franklin Templeton terminates funds and Interactive Brokers launches forecast contracts in Canada

Magnifying glass looking at financial data

Not all target-date funds are created equal

These funds vary dramatically, no matter the maturity date

Piggy bank with national flag of Canada

Canadian asset manager announces portfolio adviser change, shifting investment decisions from U.S. firm to in-house team

The ongoing trade war is among several factors for the move, Pembroke says

winner celebrate

Canada’s ETF industry sets new monthly inflow record in March

International equity ETFs saw an ‘explosion’ in demand amid trade war concerns, volatility: report

Product roundup: J.P. Morgan Asset Management expands its ETF lineup

Plus, RBC announces expected maturity date for four ETFs; multiple fund changes announced

Rolled newspaper with the headline Alternative Investments

AIMA, CAIA unveil new alternative fund risk rating guidelines

The associations hope to spark further dialogue among dealers, asset managers around alts

businessman stock market

Product roundup: BMO rolls out new target-maturity bond ETFs

Plus, new funds from Brompton, Starlight Capital, Timbercreek; several fund changes announced

Piles of coins

February was the strongest month for mutual fund sales in three years: IFIC

ETFs, mutual funds both recorded net sales of more than $9B

Stock markets going up and down

Best seg funds of 2024 leaned on Magnificent 7

Active management was key to navigating volatile markets

Crypto currency

Product roundup: Harvest leans into crypto

Plus, more CDRs from BMO; multiple firms announce fund changes

Phone finances

Industry celebrates 35th anniversary of the world’s first ETF

‘The wind is at our back’: executive director of Canadian ETF Association

Businessman hand with coins and sprout in network connection. Plant growing on pile of coins money. Money growth concept.

Halal investment options expand for Muslim clients

Demand 'through the roof' for wealth offerings that align with Islamic principles

volatility

Investors looked to money market ETFs in February amid market uncertainties

Hedge fund-style products were also popular as investors sought ways to mitigate risks, diversify: report

Rocket ship launching

Product roundup: Mackenzie, Northleaf expand scope of private equity fund

Plus, a slew of fund launches and changes

money growing on tree

A positive start to 2025 for mutual funds, ETFs

Both fund categories saw net sales, assets edge higher in January