Press Centre

Press Releases

September 26, 2016 The rise of the high net worth Canadians
September 20, 2016 Investors Group to lower mutual fund fees
September 13, 2016 Boomers leading rise in high net worth Canadians
September 12, 2016 Asset International rebrands
September 12, 2016 Investor Economics to be known as Strategic Insight
August 19, 2016 ETF surge in Canada sees asset managers step up
July 5, 2016 Millennials seek financial mentoring from their advisors
April 4, 2016 Corporate class switches no longer tax exempt
March 31, 2016 Federal budget could mean new tax treatment for linked notes
March 1, 2016 IFIC study reveals shift towards fee-based advice
February 23, 2016 Valuable info for Canadians flying south for winter
February 10, 2016 MFDA to collect client data
February 3, 2016 En quelques clics
February 1, 2016 Canadian ETFs do record business in 2015 and more of the same expected in 2016 as mutual funds opt to join in
January 18, 2016 Bank of Montreal Enters Robo-Advising Ahead of Other Lenders
January 8, 2016 Leave deferred sales charges for mutual funds to the dinosaurs
December 30, 2015 Online-savvy young investors take a DIY approach
November 25, 2015 Target-date funds have appeal, but check under the hood
November 6, 2015 Benefiting from ETFs
November 5, 2015 While Investors Continue to Embrace ETFs, There's Still an Awareness Gap in Canada
October 5, 2015 Why funds with multiple return generators are rising in popularity
August 13, 2015 Experts weigh in on strengths and weaknesses of mutual funds and ETFs
June 8, 2015 Earl Bederman to Retire from Investor Economics
June 4, 2015 Investor Economics founder announces retirement
June 4, 2015 Earl Bederman retiring from Investor Economics
May 29, 2015 Segregated funds on the rise: Seven key things you need to know
May 25, 2015 Banks taking share from independent mutual-fund firms
May 25, 2015 Where to invest $500,000
May 22, 2015 MD Financial Management announces reduction in management fees
May 8, 2015 Despite high fees, popularity of segregated funds on the rise
May 1, 2015 Headwinds paint sobering future for Canada’s independent asset managers and their investors
May 1, 2015 Should we be worried? TD’s $300-billion man is dumping stocks and buying bonds
April 18, 2015 AGF Reduces Fees on Select Fee-Based Funds
April 17, 2015 Mackenzie Financial eyeing active ETFs in plan to expand products
March 31, 2015 CRM2 likely to accelerate advisors’ move to fee-based model
March 15, 2015 New players expected to climb aboard ETF bandwagon
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