Home Dwarka Lakhan

ETF heavyweight Vanguard entered the Canadian mutual fund market last year. What's next?

  • May 31, 2019 July 20, 2019
  • 12:01

Investors are beginning to focus on more established companies that could benefit from the forecasted wave of growth in the sector

  • May 31, 2019 June 14, 2019
  • 00:34

Chris Ferris' commitment to education and financial planning helped him score top marks in the latest Canadawide CFP examination

  • May 3, 2019 June 14, 2019
  • 00:11

The equities component of equity balanced funds have benefited from relatively buoyant markets

  • May 3, 2019 June 14, 2019
  • 00:09

Even if you don't prepare your clients' taxes, you can help with these pointers

  • April 5, 2019 July 7, 2019
  • 10:08

Now that the contribution deadline has passed, this is a good time to review your clients' changing needs

  • March 8, 2019 July 7, 2019
  • 15:11

Digital investment platforms, no longer the threat they once appeared to be, are being embraced by some advisors as key elements of their service. These platforms enable human advisors to devote more time to building client relationships

  • March 8, 2019 June 14, 2019
  • 15:08

RBC GAM and BlackRock say their alliance will be good for the industry. But what about the smaller players?

  • February 7, 2019 July 22, 2019
  • 11:08

As ETFs' explosive growth in AUM continues, expect more actively managed ETFs and lower fees. While mutual funds' massive AUM dominates - for now - both types of investments have a place in client portfolios

  • January 21, 2019 July 1, 2019
  • 00:10

Alim Dhanji worked with a mentor for 12 years before branching out on his own. Now, he runs a successful financial planning practice with a unique client niche: Physiotherapists

  • November 23, 2018 June 14, 2019
  • 00:10