News and resources for Canada's top financial advisors
The U.S. dollar has shaken off its negative correlation with U.S. equities. Since the fall of Lehman Brothers, the dollar and equities have moved in the opposite direction to each other, but this year they have both risen, reports FT.com. Some analysts say the reason for this trend is the perception among investors that the […]
By Staff | March 1, 2013
1 min read
Dollar-cost averaging (DCA) helps investors through market swings and lowers long-term costs, says BMO InvestorLine. DCA involves investing a fixed amount of money on a regular basis – whether the market is up or down – over a specific period of time. As a result, an investor buys fewer shares when prices are high and […]
By Staff | February 1, 2013
2 min read
Forget shedding pounds, it’s saving dollars that’s an overriding priority for Canadians pondering a worthy New Year’s resolution, according to a poll from Investors Group. When asked to choose between the two alternatives for a New Year’s resolution, 63% of respondents said saving money was more important than losing weight (27%). Paying down debt and […]
By Vikram Barhat | December 22, 2011
Planning and Advice
Building you own financial plan is easy, and almost nobody needs an advisor. Right?
By Dean DiSpalatro | April 21, 2011
4 min read
Could how much you manage as an advisor dictate what you need to talk to your clients about?
By Leigh Doyle | April 21, 2011
5 min read
For this year’s Dollars & Sense special report, we’re doing more than top-line analysis of the survey data. We always have more data than we can use, and this year we decided to comb through the deeper layers of the statistical onion in search of anomalies and patterns that shed light on some of the sticky issues client-facing advisors either already face on a day-to-day basis, or likely will face sooner or later.
By Staff | April 21, 2011
More and more Do-It-Yourself investors are looking to ETFs to save money and increase flexibility. And it’s not just for rich clients.
By Joel Kranc | April 21, 2011
3 min read
Advisors sometimes face an uphill battle when it comes to advising clients in turbulent times. The key is a risk manager that can be part advisor and part psychologist.
Even the most superhuman assistant can't do it all
By Kate McCaffery | November 12, 2007
Lost clients dramatically affect the bottom line
By Romana King | November 12, 2007