Joe Rosengarten

Joe Rosengarten

Joe Rosengarten is the Managing Editor at Wealth Professional Canada.

Contact: [email protected]

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Capitalizing on robo-advisors to serve clients better

Robo-advisors automate key tasks so that human advisors can focus on adding value to their clients

Capitalizing on robo-advisors to serve clients better

2019 ETHI rebalance: Investing in socially responsible companies

The rebalance occurred in conjunction with the rebalance of its underlying index, the Nasdaq Future Global Sustainability Leaders Index

2019 ETHI rebalance: Investing in socially responsible companies

How to cater to the new generation of investors

New generations are diverse and need holistic, personalized advice

How to cater to the new generation of investors

How to help investors avoid interest-rate risk

Fixed income investors are facing a period of sustained uncertainty and choosing the most suitable – and effective – investment vehicles will be central to a portfolio’s success

How to help investors avoid interest-rate risk

The ETF suite with a unique tax advantage

Horizons ETFs recently added two new funds to Canada’s only suite of tax-efficient Total Return Index ETFs. But can these products really save investors money?

The ETF suite with a unique tax advantage

Is blue-chip dividend growth the strategy for 2019?

Srikanth Iyer from Guardian Capital LP tells WP why investors are focusing on all the wrong things

Is blue-chip dividend growth the strategy for 2019?

Getting creative to compete with bigger players

Mark Noble from Horizons’ tells WP how and why the firm has been on the cutting edge of offering unique offerings in the ETF space

Getting creative to compete with bigger players

An SRI wave on the horizon

Steve Hawkins, President and CEO of Horizons ETFs, sits down with WP to discuss the company’s first fund focused on socially responsible investing

An SRI wave on the horizon

Keep it on the fairway – Why low volatility ETFs are the play in 2019

Chris Heakes from BMO GAM explains how low volatility investments have outperformed their riskier counterparts this year

Keep it on the fairway – Why low volatility ETFs are the play in 2019