News and resources for Canada's top financial advisors
Est. 1998
Industry
Fixed-income and equity managers often share macroeconomic concerns.
By Sarah Cunningham-Scharf |January 26, 2016
2 min read
Bluewater Investment Management's team has joined Mackenzie Investments.
By Staff |January 8, 2016
1 min read
Mackenzie Investments' Rick Weed, who is senior vice president and head of Systematic Strategies, will manage Mackenzie's Global Small Cap Growth Fund, Global Small Cap Growth Class and Growth funds starting January 1.
By Staff |December 11, 2015
A look at how taking short positions can protect bond portfolios against interest rate risk.
By Sarah Cunningham-Scharf |December 9, 2015
Planning and Advice
When 27-year-old advisor Connor Hewson joined his family’s practice three years ago, he knew he’d have to contribute something unique.
By Jessica Bruno |October 9, 2015
7 min read
Market Insights
Stratified sampling helps this institutional manager deliver index-like returns
By Jessica Bruno |June 26, 2015
Manulife has made investment team changes affecting certain Standard Life mutual funds.
By Staff |May 28, 2015
Income-seeking clients might be suited to closed-end funds (CEFs), which can provide lower-risk cash flow.
By Dean DiSpalatro |March 6, 2015
3 min read
It's increasingly difficult for active managers to generate alpha, argues Craig Lazzara, senior director, Index Investment Strategy at S&P Dow Jones Indices. He spoke on a panel at a Toronto CFA Society event Wednesday.
By Dean DiSpalatro |February 23, 2015
4 min read
Consider structural diversification instead
By Adam Butler, Michael Philbrick and Rodrigo Gordillo |February 20, 2015
5 min read
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