by Univeris Marketing | Apr 29, 2022 | Advisory Solutions, ETFs
Today’s blog is the third of a four-part series focusing on the state of the ETF market. In Part III, we debunk two myths that we frequently heard from our polled MFDA-licensed advisors. Our fourth and final installment will address two more common misconceptions. ...
by Univeris Marketing | Apr 11, 2022 | Advisory Solutions, ETFs
This article is the second of our four-part blog series describing the state of the Canadian ETF market from the perspective of MFDA advisors licensed to sell to ETFs. In part one we summarized their views on the pros and cons of using ETFs vs. mutual funds in their...
by Univeris Marketing | Mar 8, 2022 | Advisory Solutions, ETFs
We’ve reached out to several advisors and ETF manufacturers to get their impressions of the state of the ETF market. We will present these findings over a four-part blog series and start with Part 1 on the advisor’s perspective on ETFs versus Mutual Funds....
by Univeris Marketing | Feb 26, 2020 | Advisory Solutions, Client best interest, Client focused reforms, Customer centricity, ETFs, Technology, WealthTech
New Suitability requirements likely to energize ETFs, PTFs and Mutual Funds The recent client-focused reforms (CFRs), amendments to National Instrument 31-103, require advisors and firms to address material conflicts in the best interests...
by Univeris Marketing | Jan 28, 2020 | Advisor experience, Automated investing services, Customer centricity, ETFs, Investor Experience, Robo Advisor, Wealth management trends
Online investing has seen major growth in the past ten years. Growth in online investing is only expected to continue, if not accelerate, in the next decade or so. But even with past and projected growth, online investing is still missing as part of the overall offer...
