The pros and cons of individual pension plans
They’re not right for everyone, but IPPs can provide value to corporation owners
- By: Léo Deblois
- June 11, 2025 June 11, 2025
- 08:55
Latest news in Products
No TFSA info in CRA portals? No problem, advisors say
Financial advisors’ groundwork informs account decisions and helps avoid overcontributions
- By: Michelle Schriver
- June 6, 2025 June 13, 2025
- 16:49
International equity ETFs remained a crowd favourite in May: report
Also, 39 new funds hit the market in yet another busy month for the ETF industry
- By: Noushin Ziafati
- June 5, 2025 June 5, 2025
- 17:27
How to help clients navigate ESG disclosures, ratings
Advisors should carefully scan fund disclosures: panel
- By: Noushin Ziafati
- June 5, 2025 June 5, 2025
- 17:13
Product roundup: BMO launches gold ETF with a covered call spread strategy — and more
Plus, fund changes from BMO, three new ETFs from RBC iShares
- By: Noushin Ziafati
- June 2, 2025 June 2, 2025
- 12:26
Product roundup: LongPoint rolls out triple-leveraged index ETFs
Plus, other fund launches, a new stablecoin and proposed mergers announced
- By: Noushin Ziafati
- May 26, 2025 May 26, 2025
- 13:42
Weak markets drag mutual fund, ETF assets down again in April
Mutual funds also registered their first net redemptions since June 2024
- By: Noushin Ziafati
- May 22, 2025 May 22, 2025
- 12:30
Product roundup: CIBC brings new cash management, fixed-income ETFs to market
Plus, new offerings from Empire Life, Purpose, BMO, Ninepoint; multiple fund changes announced
- By: Noushin Ziafati
- May 16, 2025 May 16, 2025
- 12:41
Product roundup: Franklin Templeton introduces evergreen private equity fund
Plus, multiple other firms launch funds, announce fund changes
- By: Noushin Ziafati
- May 12, 2025 May 12, 2025
- 11:08
Despite market volatility, investors poured money into equity ETFs in April: report
Also, the highest single-day and weekly trading volumes in Canadian ETF history were recorded in the month
- By: Noushin Ziafati
- May 5, 2025 May 6, 2025
- 14:47
Product roundup: Global X introduces 11 ETFs with varying strategies
Plus, several other firms launch new funds, announce fund changes
- By: Noushin Ziafati
- May 2, 2025 July 18, 2025
- 17:56
Product roundup: Mackenzie brings four new mutual funds to market
Plus, multiple firms announce fund changes, a new financial health score calculator and broker introduces FHSA
- By: Noushin Ziafati
- April 25, 2025 April 28, 2025
- 17:39
Weak markets drag down mutual fund, ETF assets in March: SIMA
ETFs, however, fared better than mutual funds thanks to strong net inflows
- By: Noushin Ziafati
- April 22, 2025 April 23, 2025
- 16:31
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.
- By: Noushin Ziafati
- April 16, 2025 April 22, 2025
- 14:57
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
- By: Jordan Maxwell
- April 15, 2025 April 14, 2025
- 05:00
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
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
- By: Jonathan Got
- April 15, 2025 April 15, 2025
- 05:00
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
- By: Kelsey Rolfe
- April 15, 2025 April 15, 2025
- 05:00
9 ways to establish your personal insurance advisor brand
Canada’s life and health insurance business is competitive — here’s how to stand out
- By: Dwarka Lakhan
- April 15, 2025 April 14, 2025
- 05:00
FSRA publishes proposed total cost reporting rules for seg fund sector
Clients will see first enhanced statements in early 2027, if rules are approved
- By: Alisha Hiyate
- April 15, 2025 April 17, 2025
- 05:00
When do clients need personal health coverage?
Self-employment, job changes and retirement could be cues to look for coverage
- By: Jonathan Got
- April 15, 2025 April 16, 2025
- 05:00
Product roundup: Harvest banks on new low-volatility ETFs
Plus, fund launches from RBC iShares, Manulife; multiple firms announce fund changes
- By: Noushin Ziafati
- April 14, 2025 April 14, 2025
- 16:49
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
- By: Noushin Ziafati
- April 7, 2025 April 7, 2025
- 17:08
Not all target-date funds are created equal
These funds vary dramatically, no matter the maturity date
- By: Kevin Press
- April 7, 2025 April 7, 2025
- 09:40
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
- By: Noushin Ziafati
- April 4, 2025 April 4, 2025
- 09:40