News and resources for Canada's top financial advisors
Are your clients’ portfolios watered down?
By Caroline Cakebread | March 4, 2016
6 min read
Help your client find his way around a poorly written trust
By Caroline Cakebread | January 16, 2015
8 min read
If you decide to include a trust for your beneficiaries as part of your financial plan, here are some tips to ensure it's accurate.
By Caroline Cakebread | January 9, 2015
2 min read
Many stocks that are prone to sudden gains are liable to rapid losses, too
By Caroline Cakebread | November 12, 2014
4 min read
Disillusioned with active management, more and more plan sponsors are running the other way.
By Caroline Cakebread | July 16, 2013
Vanguard’s shift away from MSCI indexes has a lot of ETF investors asking key questions.
By Caroline Cakebread | March 1, 2013
ETFs stand out because they provide an essential layer of liquidity, but you need to understand how.
By Caroline Cakebread | January 3, 2013
Regulators see ETFs as interlopers in the investment world. But this is now changing.
By Caroline Cakebread | December 12, 2012
Look under the hood and understand the trading dynamics behind your clients' ETFs.
By Caroline Cakebread | December 5, 2012
They're an alternative to the crowded emerging market sovereign space.
By Caroline Cakebread | November 8, 2012
Amidst roiling equity markets, many have said the days of the equity risk premium are over; however, according to Roger Ibbotson, it’s not only alive and well, but there are also new risk premia that investors must consider to capture opportunities in today’s markets.
By Caroline Cakebread | April 9, 2012
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