Advisor Mutual Funds - Page 5 - The Globe and Mail

August 29, 2019

Piggy bank with graduation cap and large amount of canadian one hundred dollar bills, education savings/financial concept.

Piggy bank with graduation cap and large amount of canadian one hundred dollar bills, education savings/financial concept.

Timely investing strategies needed for RESPs

4 min read

August 27, 2019

Two ways to invest in the growing technology sector

5 min read

August 20, 2019

5G Mobile Network Cellular Information Technology Stock Market 3d Illustration

5G Mobile Network Cellular Information Technology Stock Market 3d Illustration

Is 5G a ‘can’t miss’ investment opportunity?

4 min read

August 13, 2019

Artificial intelligence (AI) advisor or robo-advisor in stock financial market technology. Shaking hands of male investor and 3d rendering robot. Abstract graph stock exchange background.

Artificial intelligence (AI) advisor or robo-advisor in stock financial market technology. Shaking hands of male investor and 3d rendering robot. Abstract graph stock exchange background.

Advisors find many benefits to working with a robo

4 min read

July 16, 2019

“The main benefit of [account consolidation] is economies of scale,” says John DeGoey, a certified financial planner and portfolio manager with Industrial Alliance Securities Inc. in Toronto.

“The main benefit of [account consolidation] is economies of scale,” says John DeGoey, a certified financial planner and portfolio manager with Industrial Alliance Securities Inc. in Toronto.

A ‘last chance’ for advisors who favour embedded commissions?

July 11, 2019

business intelligence concept, team of people working on charts and data, meeting in the office, graphs analysis

business intelligence concept, team of people working on charts and data, meeting in the office, graphs analysis

Mutual fund advisors at Peak gain access to platform-traded funds

June 28, 2019

Vinhomes Central Park and Landmark 81, Vietnam's tallest building are seen from the Saigon river in Ho Chi Minh city, Vietnam June 6, 2019. REUTERS/Yen Duong

Vinhomes Central Park and Landmark 81, Vietnam's tallest building are seen from the Saigon river in Ho Chi Minh city, Vietnam June 6, 2019. REUTERS/Yen Duong

Frontier markets offer significant rewards but with a commensurate level of risk

June 25, 2019

‘Everybody thought technology would accelerate the downfall of the advisor. That’s a bit misguided. In reality, technology empowers good people to do a great job, in turn validating why many us got into the business in the first place,’ says Jean-Francois Courville, CEO of Wealthsimple Advisor Services Inc.

‘Everybody thought technology would accelerate the downfall of the advisor. That’s a bit misguided. In reality, technology empowers good people to do a great job, in turn validating why many us got into the business in the first place,’ says Jean-Francois Courville, CEO of Wealthsimple Advisor Services Inc.

New dealers cropping up in the mutual fund space

June 18, 2019

Many people aren’t clear on the difference between an index itself and the investment fund on which the index is based as ETFs or mutual funds that track an index are often colloquially also called ‘indexes.’

Many people aren’t clear on the difference between an index itself and the investment fund on which the index is based as ETFs or mutual funds that track an index are often colloquially also called ‘indexes.’

Is index investing ‘passive’ in name only?

June 14, 2019

Financial advisors need to keep on top of the specifics of preferred-pricing programs – in addition to investment performance – to determine what’s most suitable for clients, says James Gauthier, head of mutual fund and ETF research at Industrial Alliance Securities Inc.

Financial advisors need to keep on top of the specifics of preferred-pricing programs – in addition to investment performance – to determine what’s most suitable for clients, says James Gauthier, head of mutual fund and ETF research at Industrial Alliance Securities Inc.

Mutual fund firms beef up fee reductions

June 3, 2019

The right carrying dealer can provide a functionally rich platform that supports the investment needs of a diverse client base as well as put independent advisors on a more even footing with their competitors at the largest players in the industry, says Donald King, senior vice-president of distribution at B2B Bank Financial Services Inc.

The right carrying dealer can provide a functionally rich platform that supports the investment needs of a diverse client base as well as put independent advisors on a more even footing with their competitors at the largest players in the industry, says Donald King, senior vice-president of distribution at B2B Bank Financial Services Inc.

Carrying dealers becoming essential to independent advisors

May 28, 2019

Financial advisors need to have completed one of the Canadian securities course, the derivatives fundamentals course or the charted financial analyst program successfully in order to sell liquid alts to their clients.

Financial advisors need to have completed one of the Canadian securities course, the derivatives fundamentals course or the charted financial analyst program successfully in order to sell liquid alts to their clients.

Regulatory requirements impeding access to ‘liquid alts’ for many investors

4 min read

May 27, 2019

The ability of liquid alts to ‘drum to a different beat than the rest’ may prove critical in a climate in which equities and fixed-income are approaching the end of long bull markets.

The ability of liquid alts to ‘drum to a different beat than the rest’ may prove critical in a climate in which equities and fixed-income are approaching the end of long bull markets.

Advisors, investors embracing ‘liquid alts’

5 min read

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

February 4, 2019

Anonymous hands using digital tablet to surf the net for better deals

Anonymous hands using digital tablet to surf the net for better deals

Get ahead of clients’ scary year-end statements

November 30, 2018

Unrecognizable man signing a contract while financial advisor is aiming at the place he need to sign.

Unrecognizable man signing a contract while financial advisor is aiming at the place he need to sign.

Changes urged for proposed reforms to financial advice industry

November 20, 2018

Young couple using digital tablet with their financial advisor in the office.

Young couple using digital tablet with their financial advisor in the office.

To attract younger clients, offer what they’re looking for

4 min read

October 29, 2018

Artificial intelligence (AI) advisor or robo-advisor in stock financial market technology. Shaking hands of male investor and 3d rendering robot. Abstract graph stock exchange background.

Artificial intelligence (AI) advisor or robo-advisor in stock financial market technology. Shaking hands of male investor and 3d rendering robot. Abstract graph stock exchange background.

How to harness the power of a robo platform for a combo approach

5 min read

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

September 7, 2018

In 2016, the Canadian Securities Administrators published a paper proposing changes that would help facilitate more alternative and innovative strategies to be sold to retail investors.

In 2016, the Canadian Securities Administrators published a paper proposing changes that would help facilitate more alternative and innovative strategies to be sold to retail investors.

Liquid alternative funds: What advisers should ask before investing

July 4, 2018

Illustration and Painting

Illustration and Painting

Will interest rates keep rising? How to successfully ladder GICs and bonds

February 21, 2018

Left to right are financial advisors Kevin Klein, Lesley Hamilton and Wilkie Kam.

Left to right are financial advisors Kevin Klein, Lesley Hamilton and Wilkie Kam.

How the pros manage their RRSP accounts

January 31, 2018

A Meccanoid robot from Spin Master, one of the top holdings in the Dynamic Small Business Fund portfolio.

A Meccanoid robot from Spin Master, one of the top holdings in the Dynamic Small Business Fund portfolio.

Meet Canada’s top long-haul mutual funds

October 10, 2017

If your portfolio consists of only large-cap Canadian stocks, then you could compare its performance to that of the TSX 60 index.

If your portfolio consists of only large-cap Canadian stocks, then you could compare its performance to that of the TSX 60 index.

Do your investments measure up? How to assess them

October 2, 2017

If you can aggressively save $52,000, or fortuitously have inherited some money, what’s the best way to invest it in your TFSA? Would the plan be different for age 30 or age 60?

If you can aggressively save $52,000, or fortuitously have inherited some money, what’s the best way to invest it in your TFSA? Would the plan be different for age 30 or age 60?

At age 30 or 60 – how best to invest your TFSA

6 min read

September 12, 2017

Passive is the new active for investment managers

August 30, 2017

CARP, the association for retired persons, has been vocal in calling for regulators to enforce more uniformity in qualifications and titles of financial planners.

CARP, the association for retired persons, has been vocal in calling for regulators to enforce more uniformity in qualifications and titles of financial planners.

Adviser, advisor or financial planner? Does the name matter?

August 21, 2017

There are ways to avoid rookie investing moves. Here are five mistakes to learn from so you don’t eventually make them yourself.

There are ways to avoid rookie investing moves. Here are five mistakes to learn from so you don’t eventually make them yourself.

Smart, young investor? Don’t make these five rookie mistakes

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