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Multi-Asset
10/01/2019
MAST Asset Allocation Outlook - Prophesy, but always hedge Cold showers keep pouring for investors. While yields on government debt keep breaking new cyclical lows, the S&P 500 is just shy from its record high despite lingering trade-wars.
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Practice Management
09/13/2019
3 Essential Charts to Improve Your Fee Discussions Surveys reveal that while many Advisors discuss fees with clients, a perception gap continues to exist about the value of services provided. Drawing on compelling research, Kevin Prins, Managing Director, Head of ETFs and Managed Accounts, BMO Global Asset Management, suggests taking three simple steps to ensure clients fully grasp the depth and breadth – and value – of what you have to offer. This is all part of BMO Global Asset Management’s updated efforts to help Advisors and their clients with the “Price of Advice.” These points are part of larger presentation and are further supported by client-related materials that are available upon request.
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Multi-Asset
09/04/2019
Collapsing Yield Curve: Are recession fears valid? Between an escalation of trade wars and Fed Chair Powell’s disappointing messaging on “mid-cycle-adjustments”, investors have been spooked by the recession bogeyman for well over a year
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Multi-Asset
8/19/2019
MAST Asset Allocation Outlook - “The only way to Avoid Mistakes…” Positioning was unchanged in July, reflecting lingering trade uncertainty while expecting central-bank easing to extend the cycle.
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Practice Management
08/15/2019
Mind the Gap: A Risk Expert’s Approach to Client Concerns You could call Shannon Hooper a highly experienced rookie. After supporting and training Advisors for 15 years, she decided it was time to take the plunge and lever her extensive experience as a Wealth Advisor for GEM Financial Group. Shannon’s niche is risk; particularly life insurance and segregated funds, which are once again a hot topic of conversation, given concerns – particularly among Canada’s aging demographic – about protecting their nest eggs.
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Practice Management
08/15/2019
All Systems GROW: A Rising Star Scales Up Sajjad Hussain, Portfolio Manager- recipient of Wealth Professional’s 2019 Rising Star Advisor of the Year Award – has been focused on “institutionalizing” Allen Private Wealth Group, HollisWealth, a division of Industrial Alliance Securities Inc.’sretail practice in order to better serve clients with a pension-style, process-driven approach. Their investment in their own infrastructure has resulted in a scalable business that will allow them to grow their account base – and provide Advisors nearing retirement a means to transfer their legacy to a firm that considers itself an industry disruptor.
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Multi-Asset
08/14/2019
Canada – A Bright Spot in Global Growth Fred Demers, Director Multi-Asset Solutions, BMO Global Asset Management, takes stock of major forces driving the market – central bank actions, tariffs and trade, and oil prices – providing a primer for Advisor conversations while spotlighting BMO Low Volatility Canadian Equity ETF (Ticker: ZLB) as a uniquely desirable investment in today’s macro environment.
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Multi-Asset
07/30/2019
Brexit update Brexit uncertainty continues in the UK. Leaving without a deal by October 31 is a distinct possibility, an early general election looks even more likely.
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Multi-Asset
07/26/2019
MAST Asset Allocation Outlook: The Fed is the Stock Market’s Best Friend At its June Federal Open Market Committee (FOMC) meeting, the Fed formally capitulated to the bond market by downgrading its policy path and removing its “patient” guidance.
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Practice Management
07/06/2019
The NEW Estate Planning: Turning Client Values into YOUR Value When a client’s loved one passes away, it can be challenging to triangulate all the relevant changes in family and tax law, probate law, and Powers of Attorney – especially after the fact. To prevent leakages in your book that come from being underprepared, Lesley Cameron, BMO’s National Director of Estate Planning, provides tips, best practices and checklists for making estate planning a differentiator in your practice.
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Practice Management
07/06/2019
One Family's Secret to Success and Succession Meet the Rathwells: John Rathwell, Investment Advisor and Wealth Professional Top 50 recipient three years’ running; Jonathan Rathwell, Associate Investment Advisor, FPSC Level 1, RRC, PFP®, CIM® and Brianna Rathwell, Associate Investment Advisor and 2018 Wealth Professional Young Gun. The team behind Rathwell Financial, HollisWealth®, a division of Industrial Alliance Securities Inc., sat down with Insights to explain how they live their motto – “families helping families” – and to share the practices that set this thriving business apart.
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Multi-Asset
Tariff-Man is Back President Trump’s trade-war tactics surprised markets once again by threatening Mexico with tariffs if Mexico could not limit the flow of migrants.
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Latest News

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ETFs
09/19/2019
BMO Global Asset Management Announces Cash Distributions for Certain BMO Exchange Traded Funds and ETF Series
ETFs
7/31/2019
BMO Asset Management Inc. Announces Proposed Termination of Three BMO Exchange Traded Funds
ETFs
7/22/2019
BMO Asset Management Inc. Announces Cash Distributions for Certain BMO Exchange Traded Funds
ETFs
BMO Asset Management Inc. Announces Cash Distributions for Certain BMO Exchange Traded Funds
ETFs
4/18/2019
BMO Asset Management Inc. Announces Cash Distributions for Certain BMO Exchange Traded Funds
ETFs
3/20/2019
BMO Global Asset Management Announces Cash Distributions for Certain BMO Exchange Traded Funds and ETF Series
ETFs
2/22/2019
BMO ETFs 2018 Tax Parameters
ETFs
2/19/2019
BMO Asset Management Inc. Announces Cash Distributions for Certain BMO Exchange Traded Funds
ETFs
2/15/2019
BMO Asset Management Inc. Launches Three Asset Allocation ETFs, A New Way to Access BMO ETFs
ETFs
2/7/2019
BMO Asset Management Inc. Announces Changes to the Risk-Ratings for Certain BMO ETF Listings
ETFs
BMO Asset Management Inc. Announces Changes to the Risk-Ratings for Certain BMO ETF Listings
ETFs
1/31/2019
Global ETF Industry Set to Double in Next Five Years; Canadian Industry to See Even Faster Growth
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