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Press Releases

February 10, 2015 Is it time to hire a pro to manage your RRSPs?
January 30, 2015 Banking's in her blood: From teller to the top at BMO Nesbitt Burns
December 15, 2014 MD Physician Services Changes Its Name to MD Financial Management
December 15, 2014 Canso Dodge Ball Lures Bond Bankers to Toronto Suburbs
December 10, 2014 Exchange-Traded Funds: Evolution of Benefits, Vulnerabilities and Risks
December 2, 2014 Resource focus makes Canada tougher place to invest: Mawer
December 2, 2014 Advisors need to strengthen value proposition to face intensifying competition
December 1, 2014 Nicola Wealth Management Named a B.C. Finalist in Canada's Best Managed Companies Awards
November 27, 2014 Vanguard Receives Morningstar ETF Provider Of The Year, For Second Straight Year
November 27, 2014 iShares Core Series for Canadian Investors Recognized as Best ETF Initiative of 2014 by Morningstar Canada
November 19, 2014 Battle of the sexes extends to charitable giving patterns
November 17, 2014 Epiphanies abound at Women and Philanthropy luncheon
November 17, 2014 Questrade launches game-changing wealth management service, available for all Canadians
November 12, 2014 Regulators won’t stop at CRM2
November 7, 2014 ETFs a frugal choice for fee-based accounts
November 6, 2014 Nicola Wealth Management Named Among Top Private Businesses in Canada for Sustainable Growth
November 3, 2014 Canada's Tax Free Saving Accounts Aiding Citizens With More Economic Freedom Than Their US Counterparts
October 29, 2014 Nota Bene: TFSAs should be a model for America
October 24, 2014 Time to declutter your investment closet
October 23, 2014 TFSAs Spur Canada Savings Revolution
September 18, 2014 Asset International buys Corporate Insights
June 20, 2014 Women reshaping Canadian philanthropy, study shows
June 5, 2014 Retirement wave an opportunity for insurers
May 8, 2014 Five best practices for trading ETFs
April 22, 2014 Sweeping Innovation Continues
April 1, 2014 Sun Life targets wealthier investors with lower-fee funds
March 31, 2014 Empire Life Launches Customizable Inheritance Option
February 26, 2014 MD Private Investment Counsel Continues to Outperform Top Five Firms
February 16, 2014 Nine funds that combine safety and growth
January 24, 2014 Opinion: Don't Classify Mutual Funds as Systemic Risks Funds
January 14, 2014 How to keep second-generation clients
December 4, 2013 Business Intelligence Meets Cross-Border Funds
October 30, 2013 Adapt to wealthy client needs, or else
October 7, 2013 Appetite for balanced equity solutions drives mutual fund market in 2013
June 1, 2013 How is your balance?
June 1, 2013 Where do you keep your savings?
May 8, 2013 Credential launches new division to serve wealthier clients
April 15, 2013 IFIC study offers surprising facts on fees
March 26, 2013 Tax Expenditures and Evaluations 2012
March 25, 2013 Are you getting your money’s worth from your adviser?: Luukko
March 12, 2013 Investor Economics aquired by Asset International
March 6, 2013 U.S., Canadian fund costs similar, says IFIC
March 6, 2013 A Perspective on the Evolution in Structure, Investor Demand, Distribution, Pricing, and Shareholders' Total Costs in the U.S. Mutual Fund Industry, by Strategic Insight
March 6, 2013 Mutual Fund MERs and Cost to Customer in Canada: Measurement, Trends and Changing Perspectives, by Investor Economics
March 6, 2013 Monitoring Trends in Mutual Fund Cost of Ownership and Expense Ratios, A Canada - U.S. Perspective
March 6, 2013 U.S. and Canadian Mutual Funds Costs to Advisor-Assisted Investors are Comparable
February 25, 2013 Separately managed accounts not just for the wealthy
February 15, 2013 U.S. firm acquires Investor Economics
February 12, 2013 Getting to the bottom of who’s on top of Canada’s discount brokerage market
February 10, 2013 BAY STREET-Canada wealth managers see shift to equities in 2013
February 8, 2013 Asset International grows research unit with acquisition
February 7, 2013 Investor Economics a testament to Earl Bederman’s analytic skills
February 7, 2013 Asset International acquires Investor Economics
February 7, 2013 Asset International is Acquiring Investor Economics
February 7, 2013 Investor Economics sold to Asset International
January 17, 2013 ETFs finish best year with room to grow
January 4, 2013 Retirement savings in Canada — by the numbers
December 24, 2012 Turned off by high-cost funds? Check out ETF choices
November 7, 2012 Calgary's wealthy have the most money in Canada
November 6, 2012 Calgary’s millionaires are among the country's richest, a magnet for luxury retailers
October 29, 2012 Opening the door - Private investment counsel lowers investor limits
October 19, 2012 ETF providers battling in war over fees
October 17, 2012 Boomers must balance retirement savings with paying down debt
October 12, 2012 Earl Bederman - The Changing Dynamics in Fee-Based Accounts
October 12, 2012 Earl Bederman - Book Growth in the Brokerage Industry
October 12, 2012 Earl Bederman - Profit Pressure on Full Service Investment Dealers
October 12, 2012 Earl Bederman - Will ETFs Change the Game for Advisors
October 5, 2012 TD, RBC wealth managers worry about fixed income fixation
October 3, 2012 Careful investors benefit from new mutual fund products that preserve capital, promote growth
August 13, 2012 Canadians pour money into bond ETFs
July 13, 2012 Is this the best time to invest?
June 18, 2012 The Seven Transferable Lessons of Luxury
May 24, 2012 ING Direct scrambles to reinvent itself
May 4, 2012 Banks want rich families
April 28, 2012 Fixed-Income ETFs a Hit in Canada
April 25, 2012 LOW YIELDS DRIVE SALES OF LOW COST ETFS
April 24, 2012 Bond lifeboat becoming bogged down
April 18, 2012 Canadian ETF Industry Assets Near 50$ Billion
April 17, 2012 Clients getting more face time with financial advisers
April 6, 2012 Flying the flag may not be best investment strategy for Canadians
April 4, 2012 Shaken investors shun risk
April 3, 2012 Mutual Funds in Canada
April 1, 2012 A BUFFET OF ETFS
March 29, 2012 WEALTH MANAGER-Canada lags on fiduciary duty, fee transparency
March 15, 2012 Mutual fund sales rise 2% in a ‘pretty solid’ RRSP season
March 12, 2012 GETTING PERSONAL CANADA: More Investors Replace Bonds With ETFs
March 11, 2012 BAY STREET-Investor fear fuels market-linked GIC sales
March 9, 2012 ETF ASSOCIATION ADDS FOUR MEMBERS
March 1, 2012 7 new tax rules that could save you money
February 23, 2012 In the wake of Canada’s aging population, investment models are shifting
February 13, 2012 For asset managers, growth is hard to find
February 9, 2012 Managing your portfolio in turbulent times
February 7, 2012 Canadians developing a taste for flavour of foreign market ETFs
January 25, 2012 Dressing, driving and dining in style: Canada’s luxury sector is buzzing along
January 24, 2012 THE RETIREE MARKET: A TRILLION DOLLAR OPPORTUNITY
January 19, 2012 What do financial markets have in store for 2012?
January 12, 2012 BlackRock To Buy Guggenheim Canada Unit
January 3, 2012 The growing popularity of DIY investing
December 30, 2011 5 reasons why TFSAs are a smart retirement investment
December 17, 2011 Growth of ETFs outstrips mutuals