Tools and Resources

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ETFs

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ETF BASICS
ETF TOOLS AND RESOURCES
ETF DASHBOARD
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Mutual Funds

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MUTUAL FUND BASICS
MUTUAL FUNDS TOOLS AND RESOURCES
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Tools

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COMPARISON TOOL
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Documents

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Continuing Education (CE)

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Plan Essentials

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PLAN ESSENTIALS

Practice Management Resources

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Insights

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War of the Words – The Battle for AI Language Supremacy
Commentary
March 30, 2023

War of the Words – The Battle for AI Language Supremacy

Which tech giant will come out on top?
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Men
Sadiq Adatia
Mr. Powell Keeps His Promises
Weekly Commentary
March 27, 2023
March 2023

Mr. Powell Keeps His Promises

How should investors interpret the Fed’s latest rate hike and Chairman Powell’s comments? Given central banks’ actions and the SVB and Credit Suisse situations, how likely is a global financial crisis?
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Silicon Valley Bank headquarters and branch; Silicon Valley Bank, a subsidiary of SVB Financial Group, is a U.S.-based high-tech commercial bank
Banking and Bad Apples: The Aftermath of SVB
Multi-Asset
March 22, 2023

Banking and Bad Apples: The Aftermath of SVB

The economy is slowing down but the question remains, will a recession arrive sooner or later? We continue to anticipate it will be late 2023, or even 2024.
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Men
Sadiq Adatia
The Volatility Wild Card
Weekly Commentary
March 20, 2023
March 2023

The Volatility Wild Card

How far will the SVB contagion reach? What impacts can be felt on regulation, interest rates, and investor sentiment? Which opportunities are flying below the radar?
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Big Troubles at Small Banks
Commentary
March 14, 2023

Big Troubles at Small Banks

This seismic shock was severe enough to negatively impact Canadian banks and their global peers.
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Men
Sadiq Adatia
Chairman Powell’s Senate Shocker
Weekly Commentary
March 13, 2023
March 2023

Chairman Powell’s Senate Shocker

Why did investors seem shocked by Fed Chairman Powell’s hawkish comments to the U.S. Senate? Will the Bank of Canada hold interest rates steady for the rest of 2023?
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