Dear Advisors, The Investment Industry Establishment (IIE) are masterful marketers, with lots of cash flow to support ongoing research into how to influence Advisors to trust their fund managers and keep their Clients fully invested through thick and thin. The reason is pretty obvious-it works to the IIE’s benefit to gather and keep assets because this [...]

Dear Advisors, Unless you’ve been stranded on a desert island for 5 years, you’re probably pretty aware of the emergence of ETF’s as the managed money solution of choice for investors around the world…and just starting here in Canada. ETF’s have essentially commoditized access to countries, regions, sectors and currencies for a fraction of the cost of an [...]

Canadian Financial Advisors, it’s time to get serious about ETF’s. The global acceptance of ETF’s is growing very rapidly, and this represents a major risk to the recurring compensation of Canadian Financial Advisors who are not securities licensed because most ETF’s don’t pay trailer fees…the few that do pay a tiny trailer compared to mutual [...]