Site Map for February 2021

Date
Title
Feb 28, 2021
Episode 4 - From football to finance
Feb 26, 2021
Why portfolios will have to work harder in 2021
Feb 26, 2021
Why drones should be flying into your portfolio
Feb 26, 2021
Fueling the future: Horizons' uranium ETF in 2020 had energized performance
Feb 26, 2021
MFDA's 2021 priorities put clients in focus
Feb 26, 2021
CSA reveals COVID-19 disclosure review findings
Feb 26, 2021
Global financial firms share biggest regtech concerns
Feb 26, 2021
IA Clarington unveils U.S. all-cap growth strategy
Feb 26, 2021
Canny Canadian CRE investors pivoted for success in 2020
Feb 26, 2021
Debt burden for Canada's small businesses averages $170K
Feb 25, 2021
CLHIA submits federal budget wish list
Feb 25, 2021
You say you want a (fiscal) revolution
Feb 25, 2021
'We're not convinced there'll be persistent increase in inflation'
Feb 25, 2021
'The onus can't just be on institutions'
Feb 25, 2021
Women hustling to balance home, work, and finances amid pandemic
Feb 25, 2021
Taxpayers' watchdog puts CRA communications under the microscope
Feb 25, 2021
Could GameStop saga reshape shareholder activism?
Feb 25, 2021
Time to rewrite the rules of value investing?
Feb 25, 2021
BMO: West will be best as Canadian economy bounces back
Feb 25, 2021
Open banking progressing but regulators are driving the pace
Feb 24, 2021
iA Wealth’s new president takes charge
Feb 24, 2021
3 Big Questions with Cameron Smith
Feb 24, 2021
Firm brings $30 billion suite of thematic ETFs to Canada
Feb 24, 2021
Why the market “ice” is thicker than it appears
Feb 24, 2021
Overdue modernization of Ontario’s capital markets is 'now or never'
Feb 24, 2021
The quest for a better core portfolio
Feb 24, 2021
Why a bitcoin ETF isn’t the one vehicle to rule them all
Feb 24, 2021
'I believe so firmly in this that I’ve taken a stand'
Feb 24, 2021
BCSC finding more deficiencies in compliance reviews
Feb 24, 2021
COVID-19, regulatory uncertainty pushing tax risks up corporate agenda
Feb 24, 2021
CLHIA sets up office in Western Canada
Feb 24, 2021
Could cryptos be the answer to boosting retirement funds?
Feb 24, 2021
Canadian pension funds outperform peers in new index
Feb 23, 2021
Is the market finally climbing 'out of the valley'?
Feb 23, 2021
Why there could be a Canadian stock story in 2021
Feb 23, 2021
CSA on pace to publish SRO framework recommendations
Feb 23, 2021
Canadian investment fund sales accelerated in January
Feb 23, 2021
U.S. dividends defied COVID crisis, topping US$500 billion in 2020
Feb 23, 2021
Investor exuberance powers historic gains in small stocks
Feb 23, 2021
Why it may be time for investors to show India some love
Feb 23, 2021
Canadian SPAC to acquire Tax Liberty amid one-stop-financial aim
Feb 23, 2021
Most Canadians have been fraud targets, 33% have been victims
Feb 22, 2021
Banks sued by woman who lost $340k in wire transfer scam
Feb 22, 2021
Alternative investments: MICs a yield opportunity in the form of real estate exposure
Feb 22, 2021
COVID-19 and the top trends of 2021, according to Croesus
Feb 22, 2021
A return to the ‘Roaring 20s’? Maybe, but be cautious about inflation risk
Feb 22, 2021
Why the state of the markets is ‘deeply unnerving’
Feb 22, 2021
Industry leaders team up for new ESG ETFs
Feb 22, 2021
Why real estate investments are uniquely positioned for ESG impact
Feb 22, 2021
Do Canadians need to sharpen their investment fund literacy?
Feb 22, 2021
Millennial business owners may need a financial reality check
Feb 22, 2021
Do compensation models in insurance need a reboot?
Feb 22, 2021
Survey finds ESG boom surprised Canada’s institutional investors
Feb 22, 2021
Canadian banks report earnings this week but is the future bright?
Feb 22, 2021
As Musk says prices are “a bit high” would CFOs buy Bitcoin?
Feb 22, 2021
Episode 3 - The return of Barry Allan
Feb 19, 2021
Evolve's Bitcoin ETF begins trading on the TSX
Feb 19, 2021
New fund aims to provide retirement income solution
Feb 19, 2021
The key issues when filing a person’s final tax return
Feb 19, 2021
Model portfolios in focus as firms prioritize client experience
Feb 19, 2021
Consumers, professionals split on guaranteed lifetime income products
Feb 19, 2021
FP Canada unveils November CFP exam results
Feb 19, 2021
Manulife Securities welcomes Richard McIntyre
Feb 19, 2021
BMO unveils new ETFs and ETF Series
Feb 19, 2021
Have investors missed the peak for Canada’s housing market?
Feb 19, 2021
Natixis: Model portfolios increasingly popular with advisory firms
Feb 18, 2021
Charges dropped against ex-Franklin Templeton executive
Feb 18, 2021
The only way is equities but stay away from ‘sense of greed’
Feb 18, 2021
Creating an environment where ‘good advisors can become great’
Feb 18, 2021
Search under way for Canada's five-star advisors
Feb 18, 2021
Coming full circle
Feb 18, 2021
Revisiting the wisdom of RRSP contributions
Feb 18, 2021
Canadians have become less savvy on RRSPs, finds survey
Feb 18, 2021
Uncertainty simmers among Canadians locked out of CRA accounts
Feb 18, 2021
Russell Investments upgrades fixed income portfolio offering
Feb 18, 2021
The cost of living increased last month but there is some good news
Feb 18, 2021
Canadians have been leaning on their credit cards more
Feb 18, 2021
COVID-19 has pushed Canadians to rethink retirement plans
Feb 17, 2021
Why saving lives is the end game for biotech fund
Feb 17, 2021
Why all signs point to a monumental year for cannabis stocks
Feb 17, 2021
Why seg funds and annuities are earning their place in portfolios
Feb 17, 2021
Analysis finds most CERB payments went to urban Canadians
Feb 17, 2021
Evolve gets all-clear for bitcoin ETF
Feb 17, 2021
Life settlements a danger to Ontario seniors, says CLHIA
Feb 17, 2021
Family businesses risk falling behind on ESG, says PwC
Feb 17, 2021
Canadian billionaire investor Andreas Apostolopoulos dies aged 69
Feb 17, 2021
Canadian investors snap up unprecedented $27bn in US equities
Feb 16, 2021
Andrew Marsh steps down as Richardson Wealth CEO
Feb 16, 2021
Are you a service provider or an experience company?
Feb 16, 2021
Unlocking the 'mysterious' world of wills and estate planning
Feb 16, 2021
Ottawa on ‘tortured third path’ in pursuing CERB equality
Feb 16, 2021
Will Canadian short sellers face a regulatory squeeze?
Feb 16, 2021
Why U.S. stock valuations may not be too badly extended
Feb 16, 2021
More people want robots doing money management
Feb 16, 2021
Routemaster Capital sets sights on digital structured products
Feb 16, 2021
Canadians are feeling financial strain and it’s getting worse
Feb 16, 2021
Investors must do more to drive greener economy study reveals
Feb 12, 2021
CSA members commend Ontario taskforce report
Feb 12, 2021
Purpose Investments cleared to launch world's first Bitcoin ETF
Feb 12, 2021
Fired advisor faces criminal charges over fleecing clients
Feb 12, 2021
Why Bank of Canada will be ‘relaxed’ about inflation overshoot
Feb 12, 2021
Are money conversations the key to couples’ staying power?
Feb 12, 2021
Sun Life, Manulife see profit gains despite COVID-19 payouts
Feb 12, 2021
A solid January for Canadian ETFs
Feb 12, 2021
Investor advocate pans Ontario task force’s online disclosure model
Feb 12, 2021
National Bank unveils new ETFs
Feb 12, 2021
StatCan study shows it’s getting harder to become richer
Feb 12, 2021
MNP to expand Canadian footprint with Deloitte acquisition
Feb 11, 2021
The Fama disciples who are factor investing with a difference
Feb 11, 2021
Why advisors should beware the fallacy of forecasts
Feb 11, 2021
Turning financial advice into a family affair
Feb 11, 2021
Junior miners allege targeting by Goliath short sellers
Feb 11, 2021
Could a scorching-hot ETF firm get burned?
Feb 11, 2021
Half of polled Canadians won’t add to their RRSP this year
Feb 11, 2021
Fintech platform aims to financially empower homeowners
Feb 11, 2021
BoC deputy says crypto spike is “speculative mania”
Feb 11, 2021
Canadians’ financial anxiety remains but has eased since 2020
Feb 10, 2021
Kelleway leaves iA Private Wealth
Feb 10, 2021
Purpose Financial announces $53.5 million investment boost
Feb 10, 2021
Investor app reveals intention to go public in 2021
Feb 10, 2021
On a mission to help more advisors serve more clients
Feb 10, 2021
How innovative cash platform can help advisors reduce costs
Feb 10, 2021
Good times or bad, effective communication helps
Feb 10, 2021
Why bond index fund fixation could work against investors
Feb 10, 2021
Global institutions going full throttle on ESG integration
Feb 10, 2021
Gestion FÉRIQUE engineers new future-focused funds
Feb 10, 2021
Helping group plan members find the right pharmacogenetic fit
Feb 10, 2021
COVID drug research badly lags vaccine work, say experts
Feb 10, 2021
Richardson Wealth, Bloom Burton announce strategic alliance
Feb 10, 2021
Older Canadians are supporting family, tapping retirement funds
Feb 10, 2021
Investor app reveals intention to go public in 2021
Feb 09, 2021
3 Big Questions with Jim Durnin
Feb 09, 2021
DIY account openings saw historic surge in 2020
Feb 09, 2021
Q Wealth signs up $223 million AUM wealth management firm
Feb 09, 2021
‘I don’t have aspirations of being average’
Feb 09, 2021
Could forced selling spark long-awaited correction?
Feb 09, 2021
The COVID-19 pandemic sparked a cyber-crime boom
Feb 09, 2021
COVID has shifted insolvency woe back towards older Canadians
Feb 09, 2021
How much did sitting on the sidelines cost investors last year?
Feb 09, 2021
SmartBe enhances its ETF lineup
Feb 09, 2021
NEO Exchange welcomes ninth SPAC
Feb 09, 2021
Average GTA home to cost more than $1 million this year
Feb 09, 2021
Can Canada’s financial system withstand these growing risks?
Feb 08, 2021
GameStop an ‘easy’ way for advisors to educate clients
Feb 08, 2021
How students proved a reliable investment during the pandemic
Feb 08, 2021
‘This doesn’t have to be kept under lock and key’
Feb 08, 2021
Frauds surged across Canada in 2020 amid pandemic
Feb 08, 2021
FAIR Canada lauds CMMT recommendations
Feb 08, 2021
More millennials are interested in estate planning
Feb 08, 2021
Why substituting annuities for some bonds could be a smart move
Feb 08, 2021
Coinsquare launches new app to aid cryptocurrency trades
Feb 08, 2021
Canada's energy sector and economy must not slip behind peers
Feb 05, 2021
Episode 2 - When you look back, every crisis was a buying opportunity
Feb 05, 2021
Five themes for investors to consider in 2021
Feb 05, 2021
Why advisors should guard against conflict with divorcing clients
Feb 05, 2021
It’s getting harder to escape from the household debt trap
Feb 05, 2021
Results for inaugural QAFP exam revealed
Feb 05, 2021
CSA eyes targeted changes registration requirements
Feb 05, 2021
BMO InvestorLine offers free portfolio health checks
Feb 05, 2021
How premiums could be counted as a tax deduction
Feb 05, 2021
Cut taxes to boost productive 4-day week says Fraser Institute
Feb 05, 2021
Global private equity and venture capital hit a new high in 2020
Feb 05, 2021
How reverse mortgages can be part of a wealth strategy
Feb 04, 2021
The Canadian family office: an industry in its infancy
Feb 04, 2021
‘It’s an exciting time to be a commodities-focused manager’
Feb 04, 2021
Why advisors should be prepared for deluge of divorces
Feb 04, 2021
Breaking down the barriers to Canadian ETF analytics
Feb 04, 2021
TWM Group adapting to the new normal
Feb 04, 2021
What the CRA wants social media influencers to know
Feb 04, 2021
How are Canadian pension funds changing their investment strategy?
Feb 04, 2021
Franklin Templeton Canada unveils new innovation funds
Feb 04, 2021
Race for Canada's first bitcoin ETF 'Accelerates'
Feb 04, 2021
National Bank: Saving to buy a home has never been harder
Feb 04, 2021
Why financial services firms should invest in China's Greater Bay
Feb 03, 2021
Former dealing rep banned over condo dealings with client
Feb 03, 2021
An investment philosophy that resonates with the end client
Feb 03, 2021
Seven nascent macro trends to keep an eye on
Feb 03, 2021
Why Ford government’s approach to regulation is refreshing
Feb 03, 2021
Digging into CEBA's tax implications
Feb 03, 2021
How has COVID impacted couples’ money conversations?
Feb 03, 2021
Government aid still beyond many small businesses' reach
Feb 03, 2021
A unique seg-fund solution for Canadian families
Feb 03, 2021
More Canadians willing to share data with insurers
Feb 03, 2021
DIY brokerages struggled with CX in 2020 but who did best?
Feb 03, 2021
Warning: Financial forecasts are likely to be wrong
Feb 02, 2021
QWealth partners with wealth management firm
Feb 02, 2021
Lifetime ban for ex-dealing rep who hijacked client’s account
Feb 02, 2021
Canadian regulators vow vigilance amid volatility
Feb 02, 2021
Reverse mortgages boom amid pandemic-powered housing markets
Feb 02, 2021
Book-loss calculations panned as ‘blind spot’ in complaint handling
Feb 02, 2021
Dynamic Funds unveils liquid-alt retirement income solution
Feb 02, 2021
CI GAM continues to prune fund shelf
Feb 02, 2021
Canadian silver miner shines as Reddit users act again
Feb 02, 2021
Digital transition has pushed fraud risk to a 4-year high
Feb 01, 2021
The strategy behind energy fund's 115.9% 2020 return
Feb 01, 2021
GameStop and the benefits of working with an advisor
Feb 01, 2021
Going beyond binary investor personas
Feb 01, 2021
Canadian DB pensions emerged ahead from 2020 turbulence
Feb 01, 2021
Evolve files prospectus for bitcoin ETF
Feb 01, 2021
Mercer Canada expands wealth leadership team
Feb 01, 2021
Life insurers must be fair to COVID survivors, says consumer group
Feb 01, 2021
RBC: Canadians increased holiday spending but are paying the price
Feb 01, 2021
Biden policies will make ESG investing the "ultimate megatrend"