Industry

The benefits of ETF fee transparency

ETFs present a special challenge to the advisor when it comes to generating revenue: they act like a mutual fund, but don’t pay a trailer. They’re exchange-traded and commission-based, but have lower turnover than individual stocks. That said, the more actively traded the ETFs, the more a commission-based model can work.

By Guy Lalonde |September 6, 2013

6 min read

New deal to expose more U.S. tax evaders

American authorities will have access to a new trove of information on tax evaders with a recent U.S.—Switzerland deal to share banking information, reports Reuters.

By Staff |September 6, 2013

1 min read

When the prime minister’s your client

Testamentary, inter vivos, insurance and alter ego trusts are all effective vehicles for a variety of planning needs. There’s another type that’s rarely used: the blind trust. If you reel in a client who needs it, you’ll be doing well.

By Dean DiSpalatro |September 6, 2013

3 min read

Too much regulation stifles growth, says Scotiabank

Banks around the world need to strike the right balance between capital, assets and liquidity and risk culture to ensure global economic growth, Scotiabank CEO Rick Waugh said at the Empire Club of Canada today in Toronto.

By Staff |September 5, 2013

2 min read