News and resources for Canada's top financial advisors
Industry
New U.K. guidance encourages insurance industry to accommodate financially stressed clients
By James Langton |January 11, 2023
2 min read
Products
Evolve launched two index ETFs with covered calls and plans to close its enhanced FANGMA fund
By Greg Meckbach |January 10, 2023
Fund flows reflected flight to safety, tactical positioning
By Staff |January 6, 2023
3 min read
Data from Morningstar Direct shows that more than 2,000 U.S. mutual funds closed over the past 10 years
By Melissa Shin |December 21, 2022
The role of private assets in portfolios has shifted, report says
By Staff |December 20, 2022
Fewer candidates sat for the May and October exams
By Michelle Schriver |December 16, 2022
Some strategies have "fair weather correlations" that spike at exactly the wrong time
By Mark Burgess |December 12, 2022
About $16B is invested in Canadian covered-call ETFs: Horizons
By Greg Meckbach |December 6, 2022
Higher yields in traditional fixed income may put pressure on industry
By Mark Burgess |December 5, 2022
4 min read
Fixed income funds led again, this time with a preference for longer duration
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