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IE December newspaper cover

December 2023


Newsmaker: After more than two decades trading derivatives, Sara Petrcich is BMO GAM’s head of ETFs and structured solutions

Proposals seek to eliminate lowball settlements

Long-watched themes paid out big this year for Rob Cavallo and Marcello Montanari, joint managers of the RBC Life Science & Technology Fund

Focus turns to advisor titles and CFR compliance

Building Your Business

Upgrading your technology can boost efficiency and improve your interactions with clients

Freedom to choose your digital tools varies by firm, but independence has its risks and rewards

Banks, insurance firms and practice management software providers have launched generative AI tools for financial advisors and retail customers

Four advisors let us know what they love about their planning software, and how it could be improved.

Comment & Insight

Editorial: While the CSA’s proposal is a good first step, that’s all it is

Province tops Canada with 1.7% probate tax on the value of an estate

Focus on Products

How to Invest: Two advisors share how they would set up a portfolio for a $10 million windfall and a $10,000 employment bonus

Using artificial intelligence in stock-picking eliminates human bias, but results so far have been mixed

Niche products offer tradeoffs compared to market-linked GICs