Robo platform for private market investments launching this week
Toronto-based Obsiido plans to launch a service for advisors later this year
- By: Mark Burgess
- October 2, 2023 October 3, 2023
- 14:44
Latest news in Products
Product roundup: TDAM fights inflation with commodities pool
Plus, Evolve launches covered-call bond ETF
- By: Mark Burgess
- September 29, 2023 October 10, 2023
- 15:05
IG Wealth Management launches advisory service for business owners
Led by David Turnbull, new service to provide transaction-based consulting services for mid-sized companies
- By: Allan Janssen
- September 15, 2023 September 15, 2023
- 14:30
Product roundup: Hamilton introduces first covered-call bond ETF
Plus, RBC iShares launches five thematic funds
- By: Mark Burgess
- September 13, 2023 October 10, 2023
- 09:27
All else being equal: Making the case for equal-weight ETFs
Products offer diversification as big tech names outperform
- By: Rudy Luukko
- September 12, 2023 September 7, 2023
- 13:00
Fixed-income ETFs continued their dominance in August
Cash ETFs remain popular while energy funds see historic outflows, according to National Bank Financial
- By: Mark Burgess
- September 5, 2023 September 5, 2023
- 17:29
U.S. appeal court ruling could open door to crypto ETFs
Grayscale Investments won its challenge of an SEC decision
- By: IE Staff
- August 29, 2023 August 29, 2023
- 16:48
Product roundup: CI releases private market fund-of-funds
Plus, Horizons makes changes to its asset allocation suite
- By: Mark Burgess
- August 29, 2023 August 29, 2023
- 13:12
Product roundup: AGF looks to covered calls for income boost
Plus, Forstrong releases its first ETFs
- By: Mark Burgess
- August 21, 2023 August 21, 2023
- 13:44
Real estate investing vs. equities investing: which is better?
Opinion: The answer comes down to diversification and liquidity factors
- By: Mary Hagerman
- August 17, 2023 August 17, 2023
- 14:58
CRA releases death-related FHSA forms
The agency will also be releasing a consolidated T4 slip for FHSA account holders
- By: Melissa Shin, The Canadian Press
- August 10, 2023 August 10, 2023
- 16:21
When does a death benefit not pay out?
Advisors should be as thorough as possible when going through insurance applications with a client
- By: Kelsey Rolfe
- August 3, 2023 August 11, 2023
- 17:10
Product roundup: Invesco, Canada Life target funds for macro environment
Plus, asset managers continue corporate-class windup
- By: Mark Burgess
- August 1, 2023 August 1, 2023
- 15:49
With HISA ETFs under review, manufacturers push alternatives
Regulatory risks and distribution challenges have led to new money-market funds
- By: Mark Burgess
- July 24, 2023 July 24, 2023
- 13:54
Fund sales mixed, assets up in first half: IFIC
Mutual fund redemptions rise, but ETF sales up too
- By: James Langton
- July 24, 2023 July 24, 2023
- 13:19
Product roundup: Evolve offers a more tech-heavy Nasdaq
Plus, Fidelity partners with Brookfield on private real estate
- By: Mark Burgess
- July 13, 2023 July 13, 2023
- 15:26
Rising interest rates lift interest in annuities
Clients can see annuities as an attractive alternative to managing their own retirement investments
- By: Rudy Mezzetta
- July 13, 2023 August 11, 2023
- 09:55
ETF trends from the first half of 2023
Facing uncertainty, investors opted for security and attractive yields
- By: Rudy Luukko
- July 11, 2023 July 11, 2023
- 12:00
Product roundup: Leverage, covered calls and more money market funds
Horizons's new suite focuses on banks and large caps, while CI plans new money market ETFs
- By: Mark Burgess
- July 7, 2023 July 11, 2023
- 13:11
ETF investors find risk appetite in June
Cash-like funds still dominated but National Bank noted a shift in risk sentiment last month
- By: Mark Burgess
- July 5, 2023 July 6, 2023
- 17:28
Product roundup: Brompton introduces ETF for split corp. preferred shares
Plus, more fund launches and closures
- By: Mark Burgess
- July 4, 2023 July 11, 2023
- 15:06
BMO releases all-in-one private markets fund in push to simplify access
New fund for accredited investors provides access to four private asset classes
- By: Mark Burgess
- June 23, 2023 June 23, 2023
- 10:22
How artificial intelligence can mind an advisor’s business
AI can help pitch products and identify clients likely to defect
- By: Greg Meckbach
- June 21, 2023 June 16, 2023
- 06:00
Why rate hikes shouldn’t dissuade insurance policyholders from participating
Par life accounts eventually benefit from higher interest rates
- By: Greg Meckbach
- June 21, 2023 June 16, 2023
- 06:00
Product roundup: BMO latest to wind up corporate-class funds
Plus, an update on RBC's infrastructure fund and Mackenzie Investments closes a few funds
- By: Mark Burgess
- June 19, 2023 June 19, 2023
- 15:28