News and resources for Canada's top financial advisors
Planning and Advice
The role of investment outperformance as a differentiator between advisors is rapidly diminishing. Now more than ever, client relationships set the foundation for a successful and lasting practice. Industry-wide research confirms this shift. For example, a 2014 Spectrem Group-Vanguard study found that affluent investors gave more weight to communication, trustworthiness and transparency than to fees […]
By Atul Tiwari | May 9, 2017
4 min read
Advisors can teach clients that what seems counterintuitive -- buying when the market is down, or selling when it is up to return the portfolio to the desired asset allocation -- is actually in their best interests.
By Atul Tiwari | August 5, 2015
Our U.S. research underscores the difficulty of forecasting returns, risks, correlations and cross-correlations for asset classes, sub-asset classes and investment strategies, especially in the short term.
By Atul Tiwari | December 22, 2014
1 min read
Some investors are beginning to wonder: Is indexing getting too big?
By Atul Tiwari | November 26, 2014
2 min read
The advantages hinge on hedging.
By Atul Tiwari | October 31, 2014
3 min read
Evaluating alternative indexes with an active lens
By Atul Tiwari | October 17, 2014
There’s no such thing as a perfect hedge.
By Atul Tiwari | September 19, 2014
No formula should be applied without accounting for significant events
By Atul Tiwari | September 12, 2014
ETFs make it easier for advisors to investigate frontier markets for untapped market exposures. But our research suggests such markets may convey more risks than benefits.
By Atul Tiwari | August 21, 2014
Investors are unduly influenced by short-term market swings.
By Atul Tiwari | July 24, 2014
There are advantages to taking an index-based approach
By Atul Tiwari | June 27, 2014
November 28, 2023|4 min read
October 25, 2023|3 min read
October 23, 2023|3 min read
September 11, 2023|3 min read
Tax & Estate
October 26, 2023|4 min read
July 31, 2023|5 min read
November 15, 2023|6 min read
August 30, 2023|5 min read
September 15, 2023|3 min read
June 20, 2023|3 min read