Your Business

The design and depletion of retirement portfolios

Retail advisors can use a pension-style approach to optimize clients’ drawdown portfolios

By Graham Westmacott and Susan Daley |December 7, 2015

26 min read

CE Course: RESP investment strategies

This course assesses the probability of various investment strategies meeting education savings goals through RESPs.

By Graham Westmacott |May 8, 2015

12 min read

CE Course: Challenging Dynamics for Executors; Boom or Bust for Advisors?

This course explores how financial advisors can enhance their practices by learning how to advise executors.

By Mark O'Farrell |May 8, 2015

1 min read

CE Course: After-tax returns: How to estimate the impact of taxes on ETF performance

COURSE SUMMARY Justin Bender and Dan Bortolotti of PWL Capital explain how to estimate the impact of taxes on ETF performance. Introduction If clients hold ETF investments outside registered accounts, taxes can take a big bite out of returns. Unfortunately, comparing the tax-efficiency of similar ETFs is difficult, because there is no standard method for […]

By Justin Bender and Dan Bortolotti |January 23, 2015

15 min read