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ETFs

Mary Hagerman

Mary Hagerman, M.Sc., FCSI, CIM, Pl. Fin., is an award-winning investment advisor and portfolio manager in the Montreal office of Raymond James Ltd. Mary manages ETF-based portfolios and is the author of the book The Black Belt Investor: A Martial Arts Guide to Wealthness; How to Kick Butt and Feel Rich!

Information provided is not a solicitation and although obtained from sources considered reliable, is not guaranteed. The view and opinions contained in the article are those of the author, not Raymond James Ltd. Raymond James Ltd. member of Canadian Investor Protection Fund.

The time is right for ESG ETFs

One advisor explains why she’s seizing this moment to talk to clients about responsible investing

  • December 1, 2020 November 30, 2020
  • 16:00

How I keep clients invested during a crisis

Context and an ETF-based strategy help me to manage investor emotions

  • September 1, 2020 August 31, 2020
  • 16:00

How my investment strategy has fared during the crisis

A financial advisor talks about how her ETF portfolios have held up under market stress

  • June 2, 2020 June 1, 2020
  • 16:00

The next decade for ETFs

Opinions on where the ETF industry will be in 2030

  • March 3, 2020 March 13, 2020
  • 16:00

How to use ETFs for responsible investing

Today's product offering allows you to build globally diversified portfolios for responsible investors

  • November 5, 2019 December 12, 2019
  • 16:00

Explaining ETF portfolios to clients

How to communicate the essentials without getting lost in the weeds

  • September 20, 2019 August 18, 2020
  • 00:32

When and why to use factor investing

Part 2 of a series on multi-factor ETFs

  • August 6, 2019 November 10, 2019
  • 16:00

The benefits of factor-based investing

Why to consider multi-factor ETFs

  • April 30, 2019 November 10, 2019
  • 12:26

Constructing ETF portfolios

The amount of time and effort put into deciding the benchmark for each portfolio you build is critical

  • February 4, 2019 November 10, 2019
  • 06:00

Making the paradigm shift to ETFs

One advisor shares her journey on making the switch to a fee-based practice focused on providing client portfolios of ETFs

  • November 8, 2018 November 10, 2019
  • 06:15

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Educate and empower clients with information that matters to them

  • January 27, 2021 January 27, 2021
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Value for fees: What investors now expect from their advisors

Changing investor expectations create new opportunities for advisors

  • November 4, 2020 November 4, 2020
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From crisis to opportunity

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  • September 9, 2020 September 9, 2020
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Are clients ready for what’s next?

How you can help clients be better prepared for the unexpected

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Why don’t women of colour have a seat at the boardroom table?

Black, Indigenous and women of colour have been “leaning in” most of their lives

  • January 26, 2021 January 26, 2021
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Jamie Golombek
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How should clients claim home office expenses this tax season?

Help your clients choose between the detailed method and a temporary flat-rate method 

  • January 22, 2021 January 22, 2021
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Help clients plan for tax-efficient charitable giving

Three topics to discuss with your clients before the end of the year

  • December 11, 2020 December 10, 2020
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Which home-office expenses can be reimbursed tax-free?

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  • November 20, 2020 November 20, 2020
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Understanding new Covid benefits can be a taxing process

Your clients may need to set aside funds to cover a potential tax bill in April

  • October 23, 2020 October 23, 2020
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Six sustainable finance trends to watch in 2021

Environmental and social issues are expected to dominate proxy season, and ESG disclosure standards are on the way

  • January 8, 2021 January 8, 2021
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Why diversity and inclusion are important for investment analysis

Four concrete reasons why D&I is important from an investment management perspective

  • October 19, 2020 October 20, 2020
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Now is a moment for action

How investors can advance racial justice in their portfolios

  • July 17, 2020 July 17, 2020
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ESG and Covid-19: Four market trends

Social issues move front and centre as ESG funds prove their mettle

  • April 20, 2020 April 20, 2020
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Why Canada needs a single SRO

Consolidating the MFDA and IIROC would ultimately benefit investors, writes Paul Bourque

  • December 9, 2020 December 10, 2020
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How are investors responding to enhanced disclosure?

Surveys show that the introduction of Fund Facts and CRM2 reports is achieving policy objectives

  • October 28, 2020 October 28, 2020
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Protecting older investors through a regulatory safe harbour

A safe harbour provision is necessary to ensure advisors act in their clients’ best interests 

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The case for self-regulation

Why SROs work well for investors and the industry

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Mary Hagerman, ETFs, Inside Track
ETFs

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The time is right for ESG ETFs

One advisor explains why she’s seizing this moment to talk to clients about responsible investing

  • December 1, 2020 November 30, 2020
  • 16:00

How I keep clients invested during a crisis

Context and an ETF-based strategy help me to manage investor emotions

  • September 1, 2020 August 31, 2020
  • 16:00

How my investment strategy has fared during the crisis

A financial advisor talks about how her ETF portfolios have held up under market stress

  • June 2, 2020 June 1, 2020
  • 16:00

The next decade for ETFs

Opinions on where the ETF industry will be in 2030

  • March 3, 2020 March 13, 2020
  • 16:00
Ellen Bessner
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Video: Think small to feel better

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  • December 1, 2020 December 15, 2020
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Should you be penalized for being prudent with clients’ portfolios?

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  • October 16, 2020 October 16, 2020
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An ounce of prevention is worth a pound of cure

Now is the time to update your clients’ KYC and think about their risk capacity

  • September 18, 2020 September 18, 2020
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Perch me on your shoulder

How to avoid the most common legal and regulatory infractions

  • May 26, 2020 May 26, 2020
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Carey List
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Toward a grand renewal

Financial planners can play a key role in rebuilding Canadians’ confidence

  • November 27, 2020 November 26, 2020
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On the cusp of momentous change in Ontario

A new regulatory framework, years in the making, is an opportunity for Ontario to be a model for other provinces

  • October 2, 2020 October 2, 2020
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An encouraging step to improve financial literacy

The implementation of financial self-efficacy skills development in the school system is long overdue

  • August 7, 2020 August 7, 2020
  • 14:42

Embracing new ways of connecting with clients

As financial planners become comfortable doing business virtually, there could be long-lasting benefits for the industry and Canadians

  • June 12, 2020 June 12, 2020
  • 16:39
Ian Russell
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Helping different generations meet their retirement goals

Continued transformation and innovation is needed to meet the demands of baby boomers and millennials

  • November 18, 2020 November 18, 2020
  • 16:51

The coming battleground for retail distribution

The recent uptick in small advisory firms reflects several factors affecting the Canadian wealth business

  • October 6, 2020 October 6, 2020
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More effort needed to achieve task force policy objectives

Overlapping regulatory agendas will require constructive coordination

  • September 23, 2020 September 23, 2020
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Closing the circle to benefit investors

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Technology

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The acute impact of Covid-19 on digital wealth transformation

The pandemic has made digital transformation a top priority

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Let technology do what no human is capable of

Advisors may have to consider 1 million data points per day when the CFRs come into force

  • September 4, 2020 September 8, 2020
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A compliance ROI model for client-focused reforms

Effective compliance measures mean you’re less likely to lose clients

  • July 10, 2020 July 10, 2020
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Preparing for a post-coronavirus wealth advice world

Advisors and dealers are rethinking their pre-coronavirus routine of serving clients from their offices

  • May 20, 2020 May 20, 2020
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Are ETFs riskier than mutual funds?

It’s the underlying holdings that are important — not the structure of the investment

  • February 4, 2020 February 3, 2020
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Eight tips for trading ETFs

Make sure you’re getting the most out of your trades

  • January 7, 2020 January 3, 2020
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Myth: ETFs can “become” the market

Dispelling a misconception that has developed over time

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Could ETFs cause a market crash?

Debunking the myth that ETFs cause market instability

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Millennials see retirement and financial planning differently than other generations

Financial planners and financial advisors need to understand millennials’ preferences to gain their trust and business

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Listening is key to conversation

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Vulnerable clients need special care and due diligence

Financial advisors should be aware of how to identify and engage effectively with vulnerable clients

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Deciphering Ontario’s Financial Professionals Title Protection Act

Financial planners and advisors should be aware that the act may go beyond title protection

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Technology will drive harmonization, regulators say

The insurance industry is taking a page from the mutual fund industry, leveraging technology to address mounting disclosure regulations

  • January 2, 2018 November 14, 2019
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AI is not just another fad

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  • October 29, 2017 November 14, 2019
  • 13:00

Is financial services the next music industry?

Blockchain technology may transform financial services just as peer-to-peer file-sharing technology changed the music industry almost 20 years ago

  • September 4, 2017 November 14, 2019
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Clients want humans, not robots

Far from replacing interaction with real people, technology strengthens the financial advisor’s client service

  • July 10, 2017 November 14, 2019
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Yan Huard
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Managing the risks related to social media

Read and follow your firm’s guidelines on social media use and take the necessary steps to protect yourself

  • September 20, 2017 November 17, 2019
  • 16:20

Why security professionals fell short on ransomware attacks

Although it’s costly to upgrade key IT systems, the costs of not doing so could be much greater

  • July 27, 2017 November 17, 2019
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Cyberthreats extend beyond money

Hacktivism, ideological insiders and intelligence gathering are key sources of cyberattacks threating financial services firms

  • May 25, 2017 November 17, 2019
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Cloud computing: Bringing light to security issues

Now is the time to adopt a concerted cloud migration strategy because the security challenges associated with this technology will be on our radar screens…

  • March 23, 2017 November 17, 2019
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The need for sustainable business supply chains is growing

Advisors and their clients stand to benefit when corporate leaders focus on building socially and environmentally responsible enterprises

  • February 21, 2017 November 17, 2019
  • 06:00

Opportunity knocks for investors who want to make an impact

A growing base of investors are looking for investments that contribute measurably to environmental and social sustainability

  • October 20, 2016 November 17, 2019
  • 05:00

Diversity makes dollars and sense

Corporate boards and executive teams that lack gender and cultural diversity risk missing out on opportunities to generate long-term value

  • August 18, 2016 November 17, 2019
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Good corporate governance matters

You can play an active role in ensuring company executives and directors are working in the best interests of their shareholders

  • June 16, 2016 November 17, 2019
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Neil Gross
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Be bold, regulators

Those still timorous and uncertain about introducing a best interest duty have a duty, themselves, to become decisive

  • October 31, 2016 November 10, 2019
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Non-GAAP metrics: investors’ little helpers or harmful nonsense?

Every company can calculate non-GAAP metrics however they want, so there’s real risk of investors and markets being misled

  • October 3, 2016 November 10, 2019
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Class dismissed

Overcautious courts are erecting barriers to securities class actions, even though these lawsuits are essential for maintaining the integrity and fairness of our capital markets

  • September 6, 2016 November 10, 2019
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Why is deficient issuer disclosure allowed to persist?

Data show that investors routinely receive, or are at risk of receiving, seriously bad disclosure from reporting issuers more than a quarter of the time

  • August 8, 2016 November 10, 2019
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Ermanno Pascutto
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The CSA must act on critical reforms

Two key issues — the best-interests standard and reform of mutual fund fees — require timely and effective action

  • March 2, 2014 November 10, 2019
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Treat shareholders fairly when venture issuers raise capital

FAIR Canada supports exemptions that have the key features of rights offerings or private placements in compliance with the TSXV’s private placement rules

  • February 3, 2014 November 10, 2019
  • 06:15

Reform of accredited investor exemption is needed

Current regulations assume that an investor’s wealth is a proxy for sophistication. This has to change

  • January 6, 2014 November 10, 2019
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Canadians deserve real price competition in mutual funds

Paying fees for financial advice separately from those of financial products would result in price competition and better advice

  • November 25, 2013 November 10, 2019
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