HeyJaredKelsey Rolfe
- Indexed articles, last 90 days
- 8
- Latest publication
- Sep 15, 2026
- Outlet visibility, for Theglobeandmail
- Top 10K sites
- Earliest in this view
- Jul 7, 2026
Latest articles
Kitces report outlines what advisors get wrong about marketing budgets (opens the original)
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Advisors assume their marketing costs will scale as their firm grows. But when accounting for advisors’ time, marketing expenses often have an anti-scaling effect that makes client and revenue acquisition pricier for the largest firms, according to a new study. The latest report from U.S.-based financial planning site Kitces found that hard marketing costs, such as software and directory listing fees, do decline with scale: from 4.8 per cent of firm revenue for practices making less than US$250,
ETFs are launching in record numbers. What does it take to survive in a competitive market? (opens the original)
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There was a record number of new Canadian ETFs launched last year, and more than 200 have already come to market in 2026. But launching and keeping those products running can be expensive for asset management companies. Canadian ETF launches cost roughly $100,000 on an existing platform while complex or bespoke products cost “materially more,” according to a recent TD Securities Inc. report. Furthermore, the report also estimates that a small ETF with about $10-million in assets under management
How young condo owners became accidental landlords (opens the original)
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Jane Tsang didn’t set out to be a long-term landlord when she bought her one-bedroom condo in downtown Toronto five years ago. She’d been planning to briefly rent out the unit, which she purchased for $550,000, until she and her partner could move in together after she graduated university. But they broke up just after the sale closed. It didn’t make financial sense to live in it alone, so Ms. Tsang, a 26-year-old content creator in Toronto, changed her plans. She decided to rent it out for the
An ‘AI tax’ is driving up the price of gaming computers and other electronics (opens the original)
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When Stephen Jeffers started looking for the components to build a new gaming computer at the end of last year, the cost of digital storage gave him sticker shock. “I had most of the parts except for RAM because I was like, ‘I could get that anywhere,’” said Mr. Jeffers, who has previously built two gaming computers, which require more memory than normal computers. Memory has historically been low cost and easy to source. But the price was climbing fast. “Once it doubled I hit the panic button a
Summer reading for ambitious advisors (opens the original)
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Julia Chung sees reading as a way to understand people and how her advice might land with different clients. “I give advice, but is that advice useful for the person I’m interacting with?” asks Ms. Chung, chief executive of Spring Planning Inc. in Vancouver. “What’s their background? What do they want to consider? And how can I deliver my advice in a way that resonates with them?” She says she reads books that follow demographic and societal changes, shed light on how different backgrounds shape
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For Theglobeandmail, the outlet · Measured Aug 1, 2026
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