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Marcello Montanari, left, and Rob Cavallo, right

Mutual Fund Managers of the Year take the team approach

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

men rolling heavy balls up ramp and stairs

Investor advocates take stock of progress

Focus turns to advisor titles and CFR compliance

CRA signage

Expanded trust reporting arrives with temporary relief for bare trusts

Clients should be prepared for new obligations


CRA’s 10% interest rate on overdue tax raises risks

Proposed legislation extends reassessment period

Shot of a group of young businesspeople using a laptop during a meeting in the boardroom of a modern office

Investors ask for mandated diversity disclosure

Issuers prefer a more principles-based approach to sharing data about board members

Lightbulb drawn around tree image, indicating sustainable ideas

What’s next for the ISSB?

Consultation shows range of views on where the organization should focus next

Illustration and Painting

Strong markets boost financial firms as risks lie ahead

Profit Survey: High rates may cut into profits in future quarters

right or wrong choice

Expanded uses for enforcement sanctions panned

Stakeholders worry the money could be turned into a slush fund

online learning

Industry ready for education shakeup

CIRO consultation shows support for exam-based model


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


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


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