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Week of September 28, 2018
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Products
ETFs’ market share to peak within the next five years: Gopaul
The head of BMO GAM and CETFA’s chairman expects to see a resurgence in mutual funds
September 28, 2018

Industry News
Investors more confident in mutual funds, discerning of fees
The percentage of clients who are aware of the changes requiring more cost and performance disclosure in their mutual fund statements rose greatly year-over-year
September 27, 2018

Industry News
Family office investment performance more than doubles: report
Slow progress on preparing for looming wealth transfer
September 25, 2018

Products
Manulife introduces retirement income tool
The new program aims to match future income needs with an income generating strategy
September 26, 2018

From the Regulators
Insurance regulators release final guidance on fair treatment of customers
September 27, 2018

People
Blake Goldring announces transition to executive chairman at AGF
September 26, 2018

People
Fellow of FPSC 2018 nomination results announced
September 25, 2018

From the Regulators
IIROC fines CIBCWM and B.C. branch manager for failing to supervise advisor
September 25, 2018

From the Regulators
OSC seeks permanent ban against former advisor sentenced for fraud
September 26, 2018

Jamie Golombek
Helping clients manage their tax instalments
The instalment system can be complicated, so clients need help figuring out which one of the three methods to pay their taxes makes the most sense
September 24, 2018

Susan Silma
Help your clients make better decisions
Behavioural economics provides a framework for advisors to help direct clients to make decisions consistent with their long-term goals
September 27, 2018

Special Reports
Emerging markets offer diverse opportunities
Demographic trends, a rising middle class and increasing domestic consumption are among the factors that make emerging market increasingly attractive to investors
September 25, 2018

Research and Markets
Bond alternatives spark interest as yield curve flattens
Fixed-income investors are looking to high-yield bonds, preferred shares, REITs and MICs to generate greater returns
September 26, 2018

Appointment Notices
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