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Studies say female investors are more risk-averse than men. But how accurate are the findings today?

  • July 10, 2013 September 6, 2018
  • 05:56

Even though it looks like the market has recovered from the 2008 losses, the experience is not exactly a distant memory for most clients. Some haven’t blinked an eye but others have realized that preserving assets is more important to them than they originally thought. This year’s fund data tells the story. Millions sit in […]

  • December 3, 2009 July 10, 2018
  • 00:00

Welcome to Faceoff, featuring a discussion from two advisors on a hot-button topic. This month, here’s some perspective on what clients need to save for retirement. Moderated by Deanne Gage Participants: Mary Chan: Principal, Edward Jones, Mississauga, Ont. Janet Freedman: President, Finance Matters, Toronto. How much is enough? Mary: At Edward Jones, we look at […]

  • November 30, 2009 July 10, 2018
  • 00:00

Welcome to FaceOff which features a discussion from two advisors on a hot-button topic. This month, we hear from opposite ends of the country about how advisors are paid and whether fees and commissions are scrutinized fairly. Originally moderated by Deanne Gage Participants: Brad Brain, registered financial planner, Brad Brain Financial Planning, Fort St. John, […]

  • November 11, 2009 June 16, 2018
  • 00:00

One of the best parts of this job is the complimentary advice I’ve received from readers like you. I’d like to share some of the philosophies that have truly made a difference for me—especially given the current downturn. 1. You can’t have it all. Decide what is truly important to you. When my husband and […]

  • October 1, 2009 August 13, 2018
  • 12:15

If you are still revisiting risk management strategies for your client portfolios given last year’s downturn, look no further than the institutional side of the business for best practices. “The last 12 months have probably served to undermind the traditional thinkings of asset allocation,” says Michael Cooke, vice-president of alternative strategies for Invesco Trimark. Cooke […]

  • September 22, 2009 June 16, 2018
  • 00:00

I don’t know about you but I’m tired of reading about rogue “advisors” like Earl Jones. And I’m especially tired of hearing the victims’ sob stories about his dapper looks and sophistication. How he was like one of the family. Cue the violins. Fault has been placed on these poseur advisors, as it should be. […]

  • September 1, 2009 August 13, 2018
  • 16:28

Welcome to FaceOff which features a discussion from two advisors on a hot-button topic. This month, we hear from opposite ends of the country about how advisors are paid and whether fees and commissions are scrutinized fairly. Originally moderated by Deanne Gage Participants: Brad Brain, registered financial planner, Brad Brain Financial Planning, Fort St. John, […]

  • September 1, 2009 August 21, 2018
  • 13:39

All advisors know tax strategies can mean the difference between so-so and stellar financial planning. But does the average advisor really understand every tax particular? Tax expert Jamie Golombek recently surprised a group of financial planners with a pop quiz to find out. Here’s a sample question: A capital loss is carried back from 2008 […]

  • June 25, 2009 June 16, 2018
  • 00:00

Women in financial services may have come a long way but not far enough. Despite small gains in the banking industry, women in capital markets have made virtually no progress in the last eight years, according to a new study released Monday. The study, called Catalyst’s Report to Women in Capital Markets, found 39% of […]

  • June 23, 2009 September 6, 2018
  • 00:00