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online learning

Industry ready for education shakeup

CIRO consultation shows support for exam-based model

compliance

Ontario ruling sheds light on how wills are revived

Handwritten notes are deemed a valid codicil

ESG investments

How ETFs are managing ESG engagement

It’s still a challenge for passive funds

reviewing files

At the half: Breaking down 2023’s top ETF themes

Trading patterns provide clues to which investors are buying which funds

launch

Liquid alt ETFs get boost from unexpected places

Almost five years into the regime, new categories have won over investors

saving for a home

FHSAs can be a versatile savings tool for clients

ETFs can boost an FHSA strategy by offering diversification and downside protection

binoculars

What’s on the regulatory horizon for ETFs?

Advisors should monitor tax changes, T+1 and a wide-ranging review of the sector

  • By: IE Staff
  • October 15, 2023 October 13, 2023
  • 00:07
match the symbols

ETF boutiques find their niche

In a market dominated by big banks and multinationals, smaller providers must overcome significant barriers to thrive

building blocks

Building an ETF portfolio for a high-rate environment

Two experts explain their selections

passive income

Are passive ETFs suited to a high interest-rate environment?

We asked three experts

investment results

Single-stock ETFs versus CDRs: A comparison

Both products offer fractional exposure to U.S. stocks, but they differ substantially from one another

  • By: Rudy Luukko
  • October 15, 2023 October 11, 2023
  • 00:02
concept of time

Will cash ETFs stand the test of time (and markets)?

History suggests ETF trends are often momentary phenomena tied to unique market conditions

early bird gets the worm

Does first-mover advantage matter for ETFs?

Funds that launch first often gather more assets and charge higher fees, but they don’t always maintain their top status

  • By: Yan Barcelo
  • October 15, 2023 October 11, 2023
  • 00:00
Two happy carpenters shaking hands with senior customer after successful agreement in a workshop.

Window closing on family business transfers using Bill C-208

Fed’s proposed new rules will be more restrictive

George Mavroudis

Guardian CEO adapts with the times

Newsmaker: George Mavroudis has seen his firm expand globally. Now he’s eyeing the retail market

a man pushing a giant ball while others push squares

Dealers thriving in high-rate environment

Interest revenue and fee income have boosted profits

stock market

Regulators mull redemption fees for investors who sell during market stress

Fund industry pushes back on reforms to address liquidity issues

Tax reduction and deduction for businesses and individuals. Concept with hand turning knob to low taxation rate. Return form, exemptions, incentives.

Tighter AMT rules a pain for trusts

Ineligibility for the basic exemption disadvantages commonly used structures

Rohit Mehta

New Horizons CEO talks scale and consolidation

Newsmaker: In a more crowded ETF field, Rohit Mehta says there’s still room for innovation

diversity

No clear consensus on diversity disclosures

The CSA extended the comment period for competing corporate governance proposals

Magnifying glass on documents

What’s behind the CSA’s review of ETFs?

Regulators are examining the sector to determine if reforms are needed

home ownership

FHSAs find their footing as more firms launch accounts

Advisors see opportunities as the account grows in popularity

investor restitution challenges

SRO proposal highlights investor restitution challenges

Low collection rates and potentially high administration costs raise concern

different generations

Family businesses urged to step up succession

Clients have until end of year to take advantage of looser C-208 rules

crypto currency regulation

Global regulators come for crypto

A critical mass of activity shows intent to rein in the industry