Advisor ETFs - Page 7 - The Globe and Mail

April 29, 2019

The symbol for Aurora Cannabis appears above a trading post on the floor of the New York Stock Exchange.

The symbol for Aurora Cannabis appears above a trading post on the floor of the New York Stock Exchange.

What to do when an ETF goes belly up

April 22, 2019

Cannabis business and marijuana industry concept as the shadow of a dollar sign on a group of leaves in a 3D illustration style.

Cannabis business and marijuana industry concept as the shadow of a dollar sign on a group of leaves in a 3D illustration style.

Investors’ rising interest in cannabis puts advisors in a tough spot

April 16, 2019

A software solution could easily allow mutual fund advisors to sell ETFs, but implementing such a system involves time, effort and money, which is a major stumbling block for smaller mutual fund dealers and their advisors, says Nelson Cheng, chief executive officer of Windsor, Ont.-based Sterling Mutuals Inc.

A software solution could easily allow mutual fund advisors to sell ETFs, but implementing such a system involves time, effort and money, which is a major stumbling block for smaller mutual fund dealers and their advisors, says Nelson Cheng, chief executive officer of Windsor, Ont.-based Sterling Mutuals Inc.

Hurdles remain for mutual fund-licensed advisors who want to sell ETFs

April 15, 2019

An attractive quality of ETFs-based mutual funds is that the management fees are similar to those of their ETFs counterparts.

An attractive quality of ETFs-based mutual funds is that the management fees are similar to those of their ETFs counterparts.

ETFs in a mutual fund wrapper have broad appeal

March 13, 2019

‘With passive investing you’re off-roading with volatility and with multi-factor, you’re looking at a smoother road,’ says Stan Wong of ScotiaMcLeod.

‘With passive investing you’re off-roading with volatility and with multi-factor, you’re looking at a smoother road,’ says Stan Wong of ScotiaMcLeod.

Multifactor ETFs target growth with reduced volatility

February 12, 2019

While BlackRock Canada gains access to RBC’s massive client base, the bank instantly becomes a major player in the ETF business

While BlackRock Canada gains access to RBC’s massive client base, the bank instantly becomes a major player in the ETF business

RBC, BlackRock partnership has significant implications

January 30, 2019

General Mills and other food companies make good defensive stocks.

General Mills and other food companies make good defensive stocks.

Defensive ETFs can take the edge off a portfolio

January 17, 2019

Chalk drawing of a money tree on blackboard

Chalk drawing of a money tree on blackboard

WisdomTree positions itself in Canada with free advisor tools and resources

4 min read

January 14, 2019

In a down market, ETFs can offer buying opportunities

In a down market, ETFs can offer buying opportunities

In a down market, ETFs can offer buying opportunities

December 12, 2018

A multi-ethnic group of adult men and women are indoors in a fitness studio. They are wearing casual clothing while at a yoga class. A senior Caucasian woman is smiling while stretching out her arms.

A multi-ethnic group of adult men and women are indoors in a fitness studio. They are wearing casual clothing while at a yoga class. A senior Caucasian woman is smiling while stretching out her arms.

New balanced funds from Vanguard popular with both advisers and self-directed investors

4 min read

December 3, 2018

Press enter button on the keyboard computer Shield cyber Key lock security system abstract technology world digital link cyber security on hi tech Dark blue background, Enter password to log in. lock finger Keyboard

Press enter button on the keyboard computer Shield cyber Key lock security system abstract technology world digital link cyber security on hi tech Dark blue background, Enter password to log in. lock finger Keyboard

Evolve’s cybersecurity ETF finds favour with advisors

October 29, 2018

Cup of coffee with cannabis.

Cup of coffee with cannabis.

Advisors: It’s time to ‘wake up' and smell the cannabis

October 17, 2018

Saputo Inc., Chairman of the Board and CEO Lino Saputo Jr., addresses at the company's annual general meeting in Laval, Que., Tuesday, Autust 7, 2018. THE CANADIAN PRESS/Graham Hughes

Saputo Inc., Chairman of the Board and CEO Lino Saputo Jr., addresses at the company's annual general meeting in Laval, Que., Tuesday, Autust 7, 2018. THE CANADIAN PRESS/Graham Hughes

Beating benchmark is the holy grail for most fund managers

August 22, 2018

A small plant sprouting out from a pile of Canadian dollar coins "loonies". The image represents the concept of wealth accumulation over time or money compounding.

A small plant sprouting out from a pile of Canadian dollar coins "loonies". The image represents the concept of wealth accumulation over time or money compounding.

How to grow your TFSA: Tips from financial bloggers to fatten your account

August 8, 2018

Shot of a retired couple standing on a golf green

Shot of a retired couple standing on a golf green

Summertime portfolio checkup: Stick with a pro, or go DIY?

April 26, 2018

The main Google campus in Mountain View, Calif. Google’s parent company Alphabet Inc. is included in the AGFiQ Enhanced Global ESG Factors ETF.

The main Google campus in Mountain View, Calif. Google’s parent company Alphabet Inc. is included in the AGFiQ Enhanced Global ESG Factors ETF.

Six actively managed ETFs with upside potential

April 11, 2018

For retail investors, ETFs are the best way to participate in the bond market because of their diversification, price transparency, ease of trading and relatively low cost.

For retail investors, ETFs are the best way to participate in the bond market because of their diversification, price transparency, ease of trading and relatively low cost.

Tide turns for bonds – volatility brings the spotlight back to fixed income

April 9, 2018

Tracy Quick, a Toronto real estate agent and active investor, says that as she approaches retirement she is starting to re-evaluate the way she’s been investing.

Tracy Quick, a Toronto real estate agent and active investor, says that as she approaches retirement she is starting to re-evaluate the way she’s been investing.

Baby boomers are last to the ETF party – what gives?

February 27, 2018

The electric battery of a Tesla Model S P85 charges at a Toronto dealership. The proliferation of electric cars makes ETFs which invest in companies involved in lithium mining, refining and battery production, attractive.

The electric battery of a Tesla Model S P85 charges at a Toronto dealership. The proliferation of electric cars makes ETFs which invest in companies involved in lithium mining, refining and battery production, attractive.

Six mining ETFs to play global economic growth

February 27, 2018

Gold is poured into moulds for bars in Cajamarca, Peru. As stock markets plunged recently, gold did not rise as expected. It experienced a sizable pullback.

Gold is poured into moulds for bars in Cajamarca, Peru. As stock markets plunged recently, gold did not rise as expected. It experienced a sizable pullback.

‘Gold is its own little world’

February 23, 2018

‘We look around the world for the best risk-return tradeoffs,’ says Tyler Mordy, president and chief investment officer of Forstrong Global Asset Management Inc. in Toronto, explaining how the firm determines when to buy an exchange-traded fund.

‘We look around the world for the best risk-return tradeoffs,’ says Tyler Mordy, president and chief investment officer of Forstrong Global Asset Management Inc. in Toronto, explaining how the firm determines when to buy an exchange-traded fund.

Experts aim to catch ETFs on the way up, not down

February 23, 2018

A worker operates a smelter near Copper Cliff, Ont. Some investors are finding value in sectors that have underperformed the overall market, such as base metals, energy and industrials.

A worker operates a smelter near Copper Cliff, Ont. Some investors are finding value in sectors that have underperformed the overall market, such as base metals, energy and industrials.

How investors can find value in a volatile market

February 23, 2018

The Japanese yen is ‘dramatically undervalued … the cheapest it has been in 32 years,’ says Tyler Mordy of Forstrong Global Asset Management. He recommends buying an ETF that tracks Japanese stocks.

The Japanese yen is ‘dramatically undervalued … the cheapest it has been in 32 years,’ says Tyler Mordy of Forstrong Global Asset Management. He recommends buying an ETF that tracks Japanese stocks.

Counter your home country bias

February 12, 2018

The stock market has been giving investors a rough ride recently. Is it better to strap in, hold on and ride, or should you diversify now?

The stock market has been giving investors a rough ride recently. Is it better to strap in, hold on and ride, or should you diversify now?

How should investors handle the choppy ride?

February 12, 2018

Advisors predict there is going to be a big overlap between the alcohol and tobacco industries and legal cannabis. For instance, U.S. beer and wine giant Constellation Brands Inc. last fall bought a near 10-per-cent stake in Canadian marijuana producer Canopy Growth Corp. to collaborate on cannabis-infused drinks.

Advisors predict there is going to be a big overlap between the alcohol and tobacco industries and legal cannabis. For instance, U.S. beer and wine giant Constellation Brands Inc. last fall bought a near 10-per-cent stake in Canadian marijuana producer Canopy Growth Corp. to collaborate on cannabis-infused drinks.

Pros and cons of investing in naughty themes

January 1, 2018

‘Women tend to think more as planners than men do,’ says Andrea Thompson, senior financial planner at Coleman Wealth, part of Raymond James Ltd. in Toronto.

‘Women tend to think more as planners than men do,’ says Andrea Thompson, senior financial planner at Coleman Wealth, part of Raymond James Ltd. in Toronto.

Are women wired for investing success?

November 30, 2017

Keith Richards, a portfolio manager with ValueTrend Wealth Management, says investors should take into account a possible increase in the capital-gains inclusion tax rate.

Keith Richards, a portfolio manager with ValueTrend Wealth Management, says investors should take into account a possible increase in the capital-gains inclusion tax rate.

Year-end tax strategies can benefit ETF owners

November 14, 2017

Evolve Funds Inc. in Toronto recently launched the Evolve North American Gender Diversity Index ETF. The gender practices of thousands of blue-chip North American corporations were closely scrutinized to determine the 150 companies chosen for the fund.

Evolve Funds Inc. in Toronto recently launched the Evolve North American Gender Diversity Index ETF. The gender practices of thousands of blue-chip North American corporations were closely scrutinized to determine the 150 companies chosen for the fund.

Themed ETFs – solid strategy or gimmick?

November 14, 2017

‘Transparency on investment issues is becoming more important,’ says Darren Coleman, a Toronto-based portfolio manager and author of a new book on financial management called Recalculating: Find Financial Success and Never Feel Lost Again.

‘Transparency on investment issues is becoming more important,’ says Darren Coleman, a Toronto-based portfolio manager and author of a new book on financial management called Recalculating: Find Financial Success and Never Feel Lost Again.

What to look for when reviewing ETF fees

November 14, 2017

About 90 ETFs in Canada have advisor or trailer fees, says Yves Rebetez, managing director of ETF Insight.

About 90 ETFs in Canada have advisor or trailer fees, says Yves Rebetez, managing director of ETF Insight.

Next-gen ETFs ‘equalize the playing field for investors’

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