Site Map for December 2020

Date
Title
Dec 22, 2020
Is your client relationship strong enough to weather a pandemic?
Dec 22, 2020
Why investors must be 'selective' in the new year
Dec 22, 2020
Harbourfront ends year in style with addition of three advisor teams
Dec 22, 2020
Residential MICs did well in 2020, what does their future hold?
Dec 22, 2020
How to maximize the impact of your charitable giving
Dec 22, 2020
Five books to consider for your 2020 holiday reading
Dec 22, 2020
Five ways business owners can save on their 2020 tax bill
Dec 22, 2020
Most IIROC dealers on track to meet KYP CFR obligations
Dec 22, 2020
Re-examining the CPP's 'net asset' position
Dec 22, 2020
How ESG criticism falls apart in the real world
Dec 22, 2020
Many Canadians continue to see growth in their biggest asset
Dec 22, 2020
Hedge fund assets near $3.41 trillion as investors return
Dec 21, 2020
3 Big Questions with JMRD Watson
Dec 21, 2020
Bloomberg pays $3.1 million to settle case
Dec 21, 2020
This is the worst risk-reward profile I've seen, says Barry Allan
Dec 21, 2020
Five ideas for fixed-income investors in 2021
Dec 21, 2020
Canadians continue to prioritize mortgage payments despite crisis
Dec 21, 2020
A 2020 retrospective on Canada's ETF space
Dec 21, 2020
COVID-19 hasn't killed the case for EM debt
Dec 21, 2020
Do ESG bonds fetch a 'greenium'?
Dec 21, 2020
Equity-focused funds led sales in November
Dec 21, 2020
Insurers have yet to unlock digital health's full potential
Dec 21, 2020
Securities taskforce disrupts 250 pandemic investment scams
Dec 21, 2020
UBC study finds consumers will pay more for crowdfunded products
Dec 18, 2020
Principals of $6.2 million fund accused of fraud by OSC
Dec 18, 2020
'A 10% return isn't bad for a dull asset that doesn't do anything'
Dec 18, 2020
'I felt ashamed and embarrassed and didn't want to tell anyone'
Dec 18, 2020
How consolidation reshaped wealth management
Dec 18, 2020
How to celebrate the holidays with clients in 2020
Dec 18, 2020
Dealing rep fined for sales-driven transaction processing
Dec 18, 2020
PMAC submits comments on OSC draft priorities
Dec 18, 2020
Canada ETF inflows surged to all-time high in November
Dec 18, 2020
More than half of Canadians haven’t set goals yet
Dec 18, 2020
BMO sees "better times ahead" but oil will lag wider economy
Dec 18, 2020
Many Canadian workers set for a windfall as year ends
Dec 18, 2020
COVID-19 has whetted Canadians' appetite for life insurance
Dec 17, 2020
MFDA ban advisor for life for misappropriating funds
Dec 17, 2020
Guardian to snap up BNY Mellon's Canadian wealth business
Dec 17, 2020
Asset manager hits $2 billion investing in the 'everyday'
Dec 17, 2020
Too risky to short the recovery, investors warned
Dec 17, 2020
Why the insurance industry must not lose its digital momentum
Dec 17, 2020
Taking wealthtech transformation beyond 2020
Dec 17, 2020
Taking CPP at 60 costs more than $100,000 in retirement income
Dec 17, 2020
Vacant-home tax in Toronto should have sensible exemptions, says TRREB
Dec 17, 2020
Bitcoin is on fire right now but can the crypto endure in 2021?
Dec 17, 2020
Lower taxes for the wealthy are not good for the economy says study
Dec 17, 2020
How one real estate investment vehicle can bring the next generation to your practice
Dec 17, 2020
Alternatives needed for the 60/40 allocation method
Dec 17, 2020
Five myths about investing in gold – busted!
Dec 16, 2020
Guiding high-net-worth clients through family financial crisis
Dec 16, 2020
Why the decline of the U.S. dollar is a 10-year story
Dec 16, 2020
Pot core drives fund's impressive November performance
Dec 16, 2020
Putnam Investments gives Canadians a unique lens to invest in US innovation
Dec 16, 2020
Are Canadians underutilizing their TFSAs?
Dec 16, 2020
CI Galaxy Bitcoin fund launches today on TSX
Dec 16, 2020
CSI now equipped for online exams
Dec 16, 2020
Canadian CRE investment has dropped in 2020 says Altus Group
Dec 16, 2020
Helping clients navigate the seas of group insurance
Dec 16, 2020
Employer flexibility key to support new retirement patterns
Dec 15, 2020
Portfolio manager calls out 'perma-bulls' for their 'bullshift'
Dec 15, 2020
Why independent is targeting intuitive, entrepreneurial advisors
Dec 15, 2020
A strange year results in new trends for Putnam Investments
Dec 15, 2020
Canadians going back to the financial drawing board
Dec 15, 2020
Morningstar gives Canadian funds Above Average marks on disclosure
Dec 15, 2020
Untangling the role of intangibles in value stocks
Dec 15, 2020
Fee pressure hasn't stopped for asset managers
Dec 15, 2020
Brace for a riptide of ESG disclosures
Dec 15, 2020
Client mental health is affecting wealth management decisions
Dec 15, 2020
Investment firms at risk as Canada's spy agency issues warning
Dec 14, 2020
Why empathy has been the watchword for CEO in 2020
Dec 14, 2020
There is a time not to love ETFs, says ETF champion
Dec 14, 2020
Edward Jones looks to help women plan for their retirement
Dec 14, 2020
How the tech sector led the recovery
Dec 14, 2020
Building a wealth practice you can walk away from
Dec 14, 2020
Why EMs present a bargain-hunting opportunity
Dec 14, 2020
How do Canadians plan to come back from COVID-19 setbacks?
Dec 14, 2020
CI GAM announces fixed admin fees for ETFs
Dec 14, 2020
Vaccine roll-out boosts market rally but investors have concerns
Dec 14, 2020
Expect fees to be cut in 2021 as competition heats up
Dec 14, 2020
Alternate data to drive more underwriting decisions
Dec 11, 2020
‘We’re riding one of the most remarkable market rebounds of all time’
Dec 11, 2020
‘Volatility is here to stay … but it should not be a deterrent’
Dec 11, 2020
When gold hit an all-time high
Dec 11, 2020
Are Big Six banks following a two-stage recovery?
Dec 11, 2020
Why lingering uncertainty bolsters case for global growth stocks
Dec 11, 2020
Harvest announces new thematic ETFs
Dec 11, 2020
Bridging Finance names new board members
Dec 11, 2020
Sun Life pilots personalised mental-health coaching program
Dec 11, 2020
Canada's younger generations facing ongoing impact of pandemic
Dec 11, 2020
CIBC embraces AI as report shows increasing digital competition
Dec 10, 2020
Advisor banned for unauthorized trading
Dec 10, 2020
iA Securities president vows to support organic growth in 2021
Dec 10, 2020
It's time for a new portfolio, advisors told
Dec 10, 2020
How oil and gas sector became a 'quiet little killer'
Dec 10, 2020
How advisors can help close the charitable giving gap
Dec 10, 2020
Canada will be hobbling to recovery throughout 2021, says RBC
Dec 10, 2020
IG supports Indigenous communities through $5-million commitment
Dec 10, 2020
Tax on digital services coming soon to Canadians
Dec 10, 2020
Raymond James welcomes Kelowna corporate branch head
Dec 10, 2020
Wealthy must change behaviour to address climate change says UN
Dec 10, 2020
Tangerine Bank aims to simplify investing in ETFs
Dec 09, 2020
‘We’re not the Franklin Templeton investors have known for 66 years’
Dec 09, 2020
Why 2020 provided perfect lesson in risk-reward investing
Dec 09, 2020
Health Canada approves Pfizer vaccine
Dec 09, 2020
How alternatives passed the 2020 test
Dec 09, 2020
Is 2021 when digital onboarding goes mainstream for wealth firms?
Dec 09, 2020
Time to watch the early cyclical sectors?
Dec 09, 2020
Why a Roaring ‘20s redux isn’t likely for now
Dec 09, 2020
First VC fund open to Canadian small investors launched
Dec 09, 2020
Are we heading into a Canadian venture capital “ice age” in 2021?
Dec 09, 2020
Feeding the family set to cost $700 more in 2021 report warns
Dec 09, 2020
Empire Life puts new spin on disability credit protection
Dec 09, 2020
Breathe Life welcomes industry leaders to board of directors
Dec 08, 2020
Calgary start-up becomes unicorn after lucrative deal
Dec 08, 2020
Investment giant settles for $26 million over excessive churning
Dec 08, 2020
Mackenzie CEO proud of firm’s efforts during record-breaking year
Dec 08, 2020
Vanguard approaches vaccine ‘dawn’ with cautious optimism
Dec 08, 2020
Weighing the stock-split buying decision
Dec 08, 2020
Fallout of CERB’s rushed rollout reaches self-employed Canadians
Dec 08, 2020
Horizons ETFs unveils absolute-return bond fund
Dec 08, 2020
Mutual fund firm takes on ‘fixed income dilemma’ with new partnership
Dec 08, 2020
Walter GAM inks partnership with European quant firm
Dec 08, 2020
Full economic recovery in 2021? Unlikely say institutional investors
Dec 08, 2020
Canadians at risk from ‘debt-creep’ in 2021
Dec 07, 2020
How reverse mortgages can help high-net-worth clients
Dec 07, 2020
A strategy to counter investor behaviour and volatility
Dec 07, 2020
Giving new meaning to SRI
Dec 07, 2020
‘Unstoppable trends’ powering bullish global outlook, says Citi
Dec 07, 2020
Why small-cap stocks could be having a moment
Dec 07, 2020
The investment case for financial-sector innovation
Dec 07, 2020
2021 outlook for life insurers stays negative, says Moody’s
Dec 07, 2020
Banks have fast-tracked digital but client relationships are suffering
Dec 07, 2020
HSBC shakes up homebuying with a rate below 1%
Dec 04, 2020
Did investors jump the gun in November?
Dec 04, 2020
Why 2021 could mean opportunity for investors
Dec 04, 2020
Why investors shouldn't fixate on U.S. innovation
Dec 04, 2020
COVID-19 hasn't dented Canadians' views on homeownership
Dec 04, 2020
Why you shouldn't judge mutual fund firms by flows and AUM
Dec 04, 2020
AIMA releases alternative investment guide
Dec 04, 2020
The Smith Column: Seamlessly envisioneering best-of-breed infomediaries
Dec 04, 2020
Canadians prioritize financial resilience but which bank helps most?
Dec 04, 2020
Canada is missing out on returns from investing in climate resilience
Dec 04, 2020
Hopelessness and despair hitting pandemic-worn Canadians
Dec 03, 2020
WealthBar founders Tea and Chris Nicola depart CI Direct Investing
Dec 03, 2020
Nominations open: 2021 WP Awards
Dec 03, 2020
Diversifying with target outcome ETFs
Dec 03, 2020
Our longevity is down to attention to detail, says portfolio manager
Dec 03, 2020
Behind-the-scenes company that enables holistic financial planning
Dec 03, 2020
How ESG has made strides during COVID-19
Dec 03, 2020
How affluent clients can pass down a meaningful legacy
Dec 03, 2020
When will wealth firms go full throttle on AI?
Dec 03, 2020
Sustainability focus will shape future of investing, says CFA Institute
Dec 03, 2020
Over 1,000 ETFs now listed in Canada
Dec 03, 2020
Philanthropic has been blind to Black Canadians' needs, says report
Dec 03, 2020
Is 2021 the year that digital currencies will become mainstream?
Dec 03, 2020
KPMG: Canadian firms doing well but must do better on ESG
Dec 02, 2020
Fears vaccine could impact Zoom growth a 'misconception'
Dec 02, 2020
'At every corner, Elon Musk has looked at the car and made it better'
Dec 02, 2020
How can investors dull the bite of a cyclical bond bear market?
Dec 02, 2020
COVID-19 has sharpened Canadians' financial-planning focus
Dec 02, 2020
TD unveils ESG index ETFs
Dec 02, 2020
Investment banking helps big banks report positive earnings
Dec 02, 2020
Housing still among best investments with price gains for 2021
Dec 02, 2020
'It's validation for our entire company'
Dec 02, 2020
COVID-19 is showing Canadians the light on life insurance
Dec 01, 2020
Ex-advisor misappropriated $659,000 for personal gambling
Dec 01, 2020
Why now is the time to invest in renewable energy companies
Dec 01, 2020
The solution to our income needs isn't as scary as we think
Dec 01, 2020
Wild ride won't ease until second wave is under control
Dec 01, 2020
Over 3 million debt payment deferrals since COVID-19 started
Dec 01, 2020
Risky ETFs get a new lease on life
Dec 01, 2020
Small-caps to keep leading U.S. stocks on vaccine-aided recovery
Dec 01, 2020
Private-debt pool drying up for Canada's pension funds and insurers
Dec 01, 2020
Are ESG ratings too subjective to be useful?
Dec 01, 2020
Big tech and stock options facing new federal taxes
Dec 01, 2020
TD Insurance eyes growth with new commitment in Atlantic Canada
Dec 01, 2020
Jordy Chilcott embraces fresh challenge at Wellington-Altus