News and resources for Canada's top financial advisors
Advisors need to discuss ETFs: Planning advocate Anybody holding themselves out as financial planner has a fiduciary obligation to educate clients about exchange traded funds and the research that supports their usage, says one planning expert.
Bringing ETFs to the masses The entrance of BMO as an exchange traded fund provider should in no way be underestimated. With thousands of advisors at its disposal, and one of the most important ETF pioneers at its helm, the bank has set its sights on bringing ETFs into the mainstream.
Leveraged ETFs not bogeyman: Hallett Critics of leveraged exchange traded products probably don’t understand how to use them properly, according to leading independent investment fund analyst Dan Hallett.
ETFs have same problems as mutual funds A report released Tuesday by Morningstar Canada placed a large amount of blame on advisors for high mutual fund fees. But the same issue applies to exchange-traded funds.
Active or passive? The mutual fund industry is inundated with misleading numbers. In particular, you’ve likely read an article or two that refers to some study that has shown how most actively managed funds have failed to beat their benchmarks over the long term.
ETFs dominate fund sales Are you wondering where all those redemptions from long-term mutual funds have gone? It appears a large swath have ended up in ETFs, if sales figures reported by ETF providers are any indication.
Exchange-traded funds: Research Report & Roundtable Exchange-traded funds: are they niche fad or here to stay? Evidence strongly points towards the latter, as the number of product offerings available to North American investors has exploded over the last few years. Yet, while the uptake of ETF usage is growing rapidly, it remains quite small among Canada’s advisor community.
ETFs push competitive bounds ETF products just got more complex – to make investing simpler. Barclays Global Investors Canada has launched four fund-of-funds portfolios that are intended to go beyond balanced investing.
ETFs Go Active The exchange-traded fund market remains predominantly geared toward those looking for an inexpensive way to get exposure to market indexes.
Active ETFs represent huge growth market: Study Only a handful of actively managed exchange traded funds (ETF) – which are actively managed investment mandates with an ETF structure – exist today.
Advisors need to discuss ETFs: Planning advocate Anybody holding themselves out as financial planner has a fiduciary obligation to educate clients about exchange traded funds and the research that supports their usage, says one planning expert.
Bringing ETFs to the masses The entrance of BMO as an exchange traded fund provider should in no way be underestimated. With thousands of advisors at its disposal, and one of the most important ETF pioneers at its helm, the bank has set its sights on bringing ETFs into the mainstream.
Leveraged ETFs not bogeyman: Hallett Critics of leveraged exchange traded products probably don’t understand how to use them properly, according to leading independent investment fund analyst Dan Hallett.
ETFs have same problems as mutual funds A report released Tuesday by Morningstar Canada placed a large amount of blame on advisors for high mutual fund fees. But the same issue applies to exchange-traded funds.
Active or passive? The mutual fund industry is inundated with misleading numbers. In particular, you’ve likely read an article or two that refers to some study that has shown how most actively managed funds have failed to beat their benchmarks over the long term.
ETFs dominate fund sales Are you wondering where all those redemptions from long-term mutual funds have gone? It appears a large swath have ended up in ETFs, if sales figures reported by ETF providers are any indication.
Exchange-traded funds: Research Report & Roundtable Exchange-traded funds: are they niche fad or here to stay? Evidence strongly points towards the latter, as the number of product offerings available to North American investors has exploded over the last few years. Yet, while the uptake of ETF usage is growing rapidly, it remains quite small among Canada’s advisor community.
ETFs push competitive bounds ETF products just got more complex – to make investing simpler. Barclays Global Investors Canada has launched four fund-of-funds portfolios that are intended to go beyond balanced investing.
ETFs Go Active The exchange-traded fund market remains predominantly geared toward those looking for an inexpensive way to get exposure to market indexes.
ETF providers take issue with market open pricing The exchange-traded fund industry is concerned about the Toronto Stock Exchange’s Market On Open system, which can have ETF prices open at prices substantially higher than their underlying net asset value (NAV).
Active ETFs represent huge growth market: Study Only a handful of actively managed exchange traded funds (ETF) – which are actively managed investment mandates with an ETF structure – exist today.
Advisors need to discuss ETFs: Planning advocate Anybody holding themselves out as financial planner has a fiduciary obligation to educate clients about exchange traded funds and the research that supports their usage, says one planning expert.
Bringing ETFs to the masses The entrance of BMO as an exchange traded fund provider should in no way be underestimated. With thousands of advisors at its disposal, and one of the most important ETF pioneers at its helm, the bank has set its sights on bringing ETFs into the mainstream.
Leveraged ETFs not bogeyman: Hallett Critics of leveraged exchange traded products probably don’t understand how to use them properly, according to leading independent investment fund analyst Dan Hallett.
ETFs have same problems as mutual funds A report released Tuesday by Morningstar Canada placed a large amount of blame on advisors for high mutual fund fees. But the same issue applies to exchange-traded funds.
Active or passive? The mutual fund industry is inundated with misleading numbers. In particular, you’ve likely read an article or two that refers to some study that has shown how most actively managed funds have failed to beat their benchmarks over the long term.
ETFs dominate fund sales Are you wondering where all those redemptions from long-term mutual funds have gone? It appears a large swath have ended up in ETFs, if sales figures reported by ETF providers are any indication.
Exchange-traded funds: Research Report & Roundtable Exchange-traded funds: are they niche fad or here to stay? Evidence strongly points towards the latter, as the number of product offerings available to North American investors has exploded over the last few years. Yet, while the uptake of ETF usage is growing rapidly, it remains quite small among Canada’s advisor community.
ETFs push competitive bounds ETF products just got more complex – to make investing simpler. Barclays Global Investors Canada has launched four fund-of-funds portfolios that are intended to go beyond balanced investing.
ETFs Go Active The exchange-traded fund market remains predominantly geared toward those looking for an inexpensive way to get exposure to market indexes.
Investors turn to ETFs to fight volatility Exchange-traded fund providers are doing brisk business, as investors snap them up as stop-gap portfolio solutions to deal with volatility in equity markets and the surging price of commodities.
ETF providers take issue with market open pricing The exchange-traded fund industry is concerned about the Toronto Stock Exchange’s Market On Open system, which can have ETF prices open at prices substantially higher than their underlying net asset value (NAV).
Active ETFs represent huge growth market: Study Only a handful of actively managed exchange traded funds (ETF) – which are actively managed investment mandates with an ETF structure – exist today.
Advisors need to discuss ETFs: Planning advocate Anybody holding themselves out as financial planner has a fiduciary obligation to educate clients about exchange traded funds and the research that supports their usage, says one planning expert.
Bringing ETFs to the masses The entrance of BMO as an exchange traded fund provider should in no way be underestimated. With thousands of advisors at its disposal, and one of the most important ETF pioneers at its helm, the bank has set its sights on bringing ETFs into the mainstream.
Leveraged ETFs not bogeyman: Hallett Critics of leveraged exchange traded products probably don’t understand how to use them properly, according to leading independent investment fund analyst Dan Hallett.
ETFs have same problems as mutual funds A report released Tuesday by Morningstar Canada placed a large amount of blame on advisors for high mutual fund fees. But the same issue applies to exchange-traded funds.
Active or passive? The mutual fund industry is inundated with misleading numbers. In particular, you’ve likely read an article or two that refers to some study that has shown how most actively managed funds have failed to beat their benchmarks over the long term.
ETFs dominate fund sales Are you wondering where all those redemptions from long-term mutual funds have gone? It appears a large swath have ended up in ETFs, if sales figures reported by ETF providers are any indication.
Exchange-traded funds: Research Report & Roundtable Exchange-traded funds: are they niche fad or here to stay? Evidence strongly points towards the latter, as the number of product offerings available to North American investors has exploded over the last few years. Yet, while the uptake of ETF usage is growing rapidly, it remains quite small among Canada’s advisor community.
ETFs push competitive bounds ETF products just got more complex – to make investing simpler. Barclays Global Investors Canada has launched four fund-of-funds portfolios that are intended to go beyond balanced investing.
ETFs Go Active The exchange-traded fund market remains predominantly geared toward those looking for an inexpensive way to get exposure to market indexes.
ETFs continue to gather steam The net inflows into ETFs versus traditional mutual funds continues to be quite large, to the point that ETF providers are not asking if but rather when will ETFs hit $100 billion in assets under management in Canada?
Investors turn to ETFs to fight volatility Exchange-traded fund providers are doing brisk business, as investors snap them up as stop-gap portfolio solutions to deal with volatility in equity markets and the surging price of commodities.
ETF providers take issue with market open pricing The exchange-traded fund industry is concerned about the Toronto Stock Exchange’s Market On Open system, which can have ETF prices open at prices substantially higher than their underlying net asset value (NAV).
Active ETFs represent huge growth market: Study Only a handful of actively managed exchange traded funds (ETF) – which are actively managed investment mandates with an ETF structure – exist today.
Advisors need to discuss ETFs: Planning advocate Anybody holding themselves out as financial planner has a fiduciary obligation to educate clients about exchange traded funds and the research that supports their usage, says one planning expert.
Bringing ETFs to the masses The entrance of BMO as an exchange traded fund provider should in no way be underestimated. With thousands of advisors at its disposal, and one of the most important ETF pioneers at its helm, the bank has set its sights on bringing ETFs into the mainstream.
Leveraged ETFs not bogeyman: Hallett Critics of leveraged exchange traded products probably don’t understand how to use them properly, according to leading independent investment fund analyst Dan Hallett.
ETFs have same problems as mutual funds A report released Tuesday by Morningstar Canada placed a large amount of blame on advisors for high mutual fund fees. But the same issue applies to exchange-traded funds.
Active or passive? The mutual fund industry is inundated with misleading numbers. In particular, you’ve likely read an article or two that refers to some study that has shown how most actively managed funds have failed to beat their benchmarks over the long term.
ETFs dominate fund sales Are you wondering where all those redemptions from long-term mutual funds have gone? It appears a large swath have ended up in ETFs, if sales figures reported by ETF providers are any indication.
Exchange-traded funds: Research Report & Roundtable Exchange-traded funds: are they niche fad or here to stay? Evidence strongly points towards the latter, as the number of product offerings available to North American investors has exploded over the last few years. Yet, while the uptake of ETF usage is growing rapidly, it remains quite small among Canada’s advisor community.
ETFs push competitive bounds ETF products just got more complex – to make investing simpler. Barclays Global Investors Canada has launched four fund-of-funds portfolios that are intended to go beyond balanced investing.
ETFs Go Active The exchange-traded fund market remains predominantly geared toward those looking for an inexpensive way to get exposure to market indexes.
ETFs continue to gather steam The net inflows into ETFs versus traditional mutual funds continues to be quite large, to the point that ETF providers are not asking if but rather when will ETFs hit $100 billion in assets under management in Canada?
Investors turn to ETFs to fight volatility Exchange-traded fund providers are doing brisk business, as investors snap them up as stop-gap portfolio solutions to deal with volatility in equity markets and the surging price of commodities.
ETF providers take issue with market open pricing The exchange-traded fund industry is concerned about the Toronto Stock Exchange’s Market On Open system, which can have ETF prices open at prices substantially higher than their underlying net asset value (NAV).
Active ETFs represent huge growth market: Study Only a handful of actively managed exchange traded funds (ETF) – which are actively managed investment mandates with an ETF structure – exist today.
Advisors need to discuss ETFs: Planning advocate Anybody holding themselves out as financial planner has a fiduciary obligation to educate clients about exchange traded funds and the research that supports their usage, says one planning expert.
Bringing ETFs to the masses The entrance of BMO as an exchange traded fund provider should in no way be underestimated. With thousands of advisors at its disposal, and one of the most important ETF pioneers at its helm, the bank has set its sights on bringing ETFs into the mainstream.
Leveraged ETFs not bogeyman: Hallett Critics of leveraged exchange traded products probably don’t understand how to use them properly, according to leading independent investment fund analyst Dan Hallett.
ETFs have same problems as mutual funds A report released Tuesday by Morningstar Canada placed a large amount of blame on advisors for high mutual fund fees. But the same issue applies to exchange-traded funds.
Active or passive? The mutual fund industry is inundated with misleading numbers. In particular, you’ve likely read an article or two that refers to some study that has shown how most actively managed funds have failed to beat their benchmarks over the long term.
ETFs dominate fund sales Are you wondering where all those redemptions from long-term mutual funds have gone? It appears a large swath have ended up in ETFs, if sales figures reported by ETF providers are any indication.
Exchange-traded funds: Research Report & Roundtable Exchange-traded funds: are they niche fad or here to stay? Evidence strongly points towards the latter, as the number of product offerings available to North American investors has exploded over the last few years. Yet, while the uptake of ETF usage is growing rapidly, it remains quite small among Canada’s advisor community.
ETFs push competitive bounds ETF products just got more complex – to make investing simpler. Barclays Global Investors Canada has launched four fund-of-funds portfolios that are intended to go beyond balanced investing.
ETFs Go Active The exchange-traded fund market remains predominantly geared toward those looking for an inexpensive way to get exposure to market indexes.
Exchange Traded Funds (ETFs) are the fastest growing investment product in the world. Cheap and relatively easy to use and understand, ETFs have grown in popularity with retail investors in Canada. On its current growth trajectory, ETF assets in Canada could exceed $75 billion within the next few years.
At Advisor.ca, we’re committed to helping investors adopt best practices in their use of all investment products and that’s why we’ve launched this ETF Centre, a news and information site spotlighting the ETF marketplace. Included on this page are articles and educational material written by Advisor.ca contributors that are intended to help you gain a greater understanding about ETFs in Canada.
Also as part of this package is our ETF Filter, a tool that allows advisors to compare and contrast all of the major ETF offerings in Canada. Users of the tool can get performance and cost information and as a bonus, the correlation calculator creates efficient asset allocations.
There is a better way to use ETFs. Search, compare, allocate with the ETF Filter.
Click on the logo below to launch the Filter.
• • •
The staff at Advisor.ca have written many noteworthy articles about ETFs. Below are the highlights…
PowerShares launched as mutual funds One of the world’s largest exchange traded fund providers, PowerShares has launched in Canada — not as ETF, but as a suite of corporate class mutual funds wrapped around an underlying ETF.
ETFs continue to gather steam The net inflows into ETFs versus traditional mutual funds continues to be quite large, to the point that ETF providers are not asking if but rather when will ETFs hit $100 billion in assets under management in Canada?
Investors turn to ETFs to fight volatility Exchange-traded fund providers are doing brisk business, as investors snap them up as stop-gap portfolio solutions to deal with volatility in equity markets and the surging price of commodities.
ETF providers take issue with market open pricing The exchange-traded fund industry is concerned about the Toronto Stock Exchange’s Market On Open system, which can have ETF prices open at prices substantially higher than their underlying net asset value (NAV).
Active ETFs represent huge growth market: Study Only a handful of actively managed exchange traded funds (ETF) – which are actively managed investment mandates with an ETF structure – exist today.
Advisors need to discuss ETFs: Planning advocate Anybody holding themselves out as financial planner has a fiduciary obligation to educate clients about exchange traded funds and the research that supports their usage, says one planning expert.
Bringing ETFs to the masses The entrance of BMO as an exchange traded fund provider should in no way be underestimated. With thousands of advisors at its disposal, and one of the most important ETF pioneers at its helm, the bank has set its sights on bringing ETFs into the mainstream.
Leveraged ETFs not bogeyman: Hallett Critics of leveraged exchange traded products probably don’t understand how to use them properly, according to leading independent investment fund analyst Dan Hallett.
ETFs have same problems as mutual funds A report released Tuesday by Morningstar Canada placed a large amount of blame on advisors for high mutual fund fees. But the same issue applies to exchange-traded funds.
Active or passive? The mutual fund industry is inundated with misleading numbers. In particular, you’ve likely read an article or two that refers to some study that has shown how most actively managed funds have failed to beat their benchmarks over the long term.
ETFs dominate fund sales Are you wondering where all those redemptions from long-term mutual funds have gone? It appears a large swath have ended up in ETFs, if sales figures reported by ETF providers are any indication.
Exchange-traded funds: Research Report & Roundtable Exchange-traded funds: are they niche fad or here to stay? Evidence strongly points towards the latter, as the number of product offerings available to North American investors has exploded over the last few years. Yet, while the uptake of ETF usage is growing rapidly, it remains quite small among Canada’s advisor community.
ETFs push competitive bounds ETF products just got more complex – to make investing simpler. Barclays Global Investors Canada has launched four fund-of-funds portfolios that are intended to go beyond balanced investing.
ETFs Go Active The exchange-traded fund market remains predominantly geared toward those looking for an inexpensive way to get exposure to market indexes.
Exchange Traded Funds (ETFs) are the fastest growing investment product in the world. Cheap and relatively easy to use and understand, ETFs have grown in popularity with retail investors in Canada. On its current growth trajectory, ETF assets in Canada could exceed $75 billion within the next few years.
At Advisor.ca, we’re committed to helping investors adopt best practices in their use of all investment products and that’s why we’ve launched this ETF Centre, a news and information site spotlighting the ETF marketplace. Included on this page are articles and educational material written by Advisor.ca contributors that are intended to help you gain a greater understanding about ETFs in Canada.
Also as part of this package is our ETF Filter, a tool that allows advisors to compare and contrast all of the major ETF offerings in Canada. Users of the tool can get performance and cost information and as a bonus, the correlation calculator creates efficient asset allocations.
There is a better way to use ETFs. Search, compare, allocate with the ETF Filter.
Click on the logo below to launch the Filter.
• • •
The staff at Advisor.ca have written many noteworthy articles about ETFs. Below are the highlights…
PowerShares launched as mutual funds One of the world’s largest exchange traded fund providers, PowerShares has launched in Canada — not as ETF, but as a suite of corporate class mutual funds wrapped around an underlying ETF.
ETFs continue to gather steam The net inflows into ETFs versus traditional mutual funds continues to be quite large, to the point that ETF providers are not asking if but rather when will ETFs hit $100 billion in assets under management in Canada?
Investors turn to ETFs to fight volatility Exchange-traded fund providers are doing brisk business, as investors snap them up as stop-gap portfolio solutions to deal with volatility in equity markets and the surging price of commodities.
ETF providers take issue with market open pricing The exchange-traded fund industry is concerned about the Toronto Stock Exchange’s Market On Open system, which can have ETF prices open at prices substantially higher than their underlying net asset value (NAV).
Active ETFs represent huge growth market: Study Only a handful of actively managed exchange traded funds (ETF) – which are actively managed investment mandates with an ETF structure – exist today.
Advisors need to discuss ETFs: Planning advocate Anybody holding themselves out as financial planner has a fiduciary obligation to educate clients about exchange traded funds and the research that supports their usage, says one planning expert.
Bringing ETFs to the masses The entrance of BMO as an exchange traded fund provider should in no way be underestimated. With thousands of advisors at its disposal, and one of the most important ETF pioneers at its helm, the bank has set its sights on bringing ETFs into the mainstream.
Leveraged ETFs not bogeyman: Hallett Critics of leveraged exchange traded products probably don’t understand how to use them properly, according to leading independent investment fund analyst Dan Hallett.
ETFs have same problems as mutual funds A report released Tuesday by Morningstar Canada placed a large amount of blame on advisors for high mutual fund fees. But the same issue applies to exchange-traded funds.
Active or passive? The mutual fund industry is inundated with misleading numbers. In particular, you’ve likely read an article or two that refers to some study that has shown how most actively managed funds have failed to beat their benchmarks over the long term.
ETFs dominate fund sales Are you wondering where all those redemptions from long-term mutual funds have gone? It appears a large swath have ended up in ETFs, if sales figures reported by ETF providers are any indication.
Exchange-traded funds: Research Report & Roundtable Exchange-traded funds: are they niche fad or here to stay? Evidence strongly points towards the latter, as the number of product offerings available to North American investors has exploded over the last few years. Yet, while the uptake of ETF usage is growing rapidly, it remains quite small among Canada’s advisor community.
ETFs push competitive bounds ETF products just got more complex – to make investing simpler. Barclays Global Investors Canada has launched four fund-of-funds portfolios that are intended to go beyond balanced investing.
ETFs Go Active The exchange-traded fund market remains predominantly geared toward those looking for an inexpensive way to get exposure to market indexes.
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Reichmann Segal Capital Partners says it plans to invest in new product development and expansion
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