Mark Burgess

News

Mark was the managing editor of Advisor.ca from 2017 to 2024.

Products

Canadian crypto ETFs see outflows in first month since U.S. approvals

Equity funds led January flows, while cash products remained popular

By Mark Burgess |February 2, 2024

2 min read

Products

HISA ETFs adjust to new era as OSFI liquidity rules take effect

Some funds have broadened their mandates as yields take a hit

By Mark Burgess |January 31, 2024

4 min read

Products

Product news: AQR strategy comes to Canada

Plus, NEI partners with Picton Mahoney on alt fund

By Mark Burgess |January 30, 2024

2 min read

Market Insights

After the turmoil, balanced portfolios appear to be back on track

The equity portion may not be as strong, but bonds are contributing again

By Mark Burgess |January 24, 2024

4 min read

Products

Product roundup: ETFs from Invesco, Purpose chase AI theme

Plus, the income products keep coming

By Mark Burgess |January 18, 2024

3 min read

Industry

Use of alternative data grows, with increased interest in AI: report

While more investors said they're using alternative sources, the costs of such data may be coming down

By Mark Burgess |January 17, 2024

3 min read

Products

Product roundup: Guardian gets in on target-maturity bond funds

Plus, Evolve exiting the metaverse

By Mark Burgess |January 16, 2024

3 min read

Products

Strong finish for ETFs in 2023 as fixed income leads annual flows

Dominant cash funds faced headwinds late in the year, reports say

By Mark Burgess |January 4, 2024

3 min read

Economy

Economy dancing around edge of recession going into 2024

Soft landings are in sight for Canada and the U.S., according to outlook reports from Scotiabank and BMO

By Mark Burgess |December 18, 2023

3 min read

More Columnists

Aravind Sithamparapillai

Planning and Advice

Should business owners avoid CPP by paying themselves dividends?

March 20, 2024|5 min read

Ben Felix

Planning and Advice

Should business owners avoid CPP by paying themselves dividends?

March 20, 2024|5 min read

Understanding the role of bonds in retirement portfolios

February 5, 2024|4 min read

Coreen Sol

Finding your volatility sweet spot

March 7, 2024|4 min read

Unravelling confirmation bias

December 15, 2023|2 min read

Sam Sivarajan

Planning and Advice

Buckle up: Money’s wild ride through the world of social identity

February 15, 2024|3 min read

Understanding clients means helping them feel in control

December 20, 2023|3 min read

Catherine Hung

Tax & Estate

Beware of tainting GRE status

January 17, 2024|4 min read

Avoid double taxation on wealth transfers to the next generation

October 26, 2023|4 min read

Matt Trotta

Tax & Estate

Defining trusts for tax reporting and compliance

February 8, 2024|5 min read

RRSPs and estate administration

November 15, 2023|6 min read