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How can EFDs fit into your portfolio? Market talk
'Portfolio managers should be exempt from CSA proposals' Mutual Funds
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IPC joins ETF portfolio space with lower-cost products Mutual Funds

Featured content

To determine the residence of a corporation, consider its 'head and brains'
Rules on tax and related filings depend on whether it resides inside or outside Canada
Higher taxes are weakening Canadians’ economic freedom
Report shows Canada now trails the US
Firms must do more to supervise broker-dealers with tainted records
Securities regulators’ association reports findings
When will record global debt levels hurt investors?
Portfolio manager examines the numbers and why the system makes it virtually impossible to predict next downturn
Why cash flow of oil companies could double
Portfolio manager reacts after industry opinion finally joins him in the $100 club
Pot industry: so many unknowns for the investor
CEO says winners in the space will not emerge until market reaches "a size that matters"
CI moves Sentry funds to own platform
The firm said the move provides investors and advisors with expanded choice and greater convenience
How to boost retirement savings? Try peer pressure
Seeing others’ contribution rates could nudge low contributors to put more into their retirement accounts
Tax measures to spur studies not neutral, says study
Different households don’t see the same benefits from government tax incentives and financial programs

Business strategy Why you don't need motivation to succeed
Ayetkin Tank offers three foolproof ways to get things done without relying on motivation
Business strategy The challenge of organizational leadership
Organizational leadership is harder than ever before, writes John Eades, but the right mindset and behaviors will allow leaders to meet this challenge
Business strategy Inspiring ambiverts in the workplace
Most of us aren't purely introverted or extroverted - so reaching all employees requires a more nuanced approach, writes Molly Moseley
Business strategy Five tips on how to stop being a helicopter CEO and scale your startup
Jumpstart your learning at the only conference dedicated to your most valuable resource - your people

Industry news

Broadridge Broadridge unveils platform for meaningful client connections

Broadridge Smart Insights is the latest addition to Broadridge’s suite of integrated wealth management products

Broadridge Six ways digital wealth management is reinventing the lowly workstation

As their wealth grows, investors will look beyond robo-advisors to bionic advisors with desktops and devices that provide them with more data, insight and intelligence.

Broadridge The hidden cost of postponing innovation

In the midst of this pressure on creaking legacy systems, financial leaders are faced with many questions: which battle should I wage first? Should I update systems in-house with my own team? Or should I outsource them to a technology provider? And if so, which provider is the best for us?

Transcend Rising short rate doesn’t mean bond disaster

Of course, everyone knows that rising interest rates are bad for bonds, right? In reality, history shows a different conclusion concerning the impact of rising interest rates on a broadly diversified bond portfolio

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Wealth Professional 6.07

Wealth Professional Canada takes an in-depth look at eight tech tools that are revolutionizing the way advisors do business

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