Arming today’s advisor with the tools for tomorrow’s client
Today’s advisor needs a plan, and the client conversation shouldn’t be about what to buy, but what kind of a value proposition the advisor can provide.
Can ETF assets and mutual funds co-exist?
Exchange Traded Fund assets and mutual funds can coexist, but when it comes to fees, there is one hands-down winner.
Advising the advisors on CRM2
Long before advisors open the conversation with clients on the new CRM2 rules set to come into effect next summer, one company is prepping those same advisors on what that conversation should be
Is smart beta really the next best thing?
The marketing of smart beta and factor-based investing is everywhere, leaving advisors wondering if the next best thing is really what their clients need – and more importantly, what they don’t
CETFA chair stresses investor education as key to success in ETF space
As the Canadian Exchange Traded Fund Association marked its 25th anniversary, the newly elected chairman says there remains a great need for investor education given the predilection of that group turning to ETFs.
Placing a value on financial advisors
Everyone beats the drum on best practices, but what is the value in following those to the letter? If you ask one investment management company, it can add 3 per cent in net returns for the client.
Atul Tiwari of Vanguard Investments Canada is on Wealth Professional Canada's Hot List of 2015.
Clients don’t understand advisor compensation model
There is a huge gulf between how advisors are paid and how investors think they are paid; indicating that advisors are not putting in enough effort in educating their clients about compensation.