News and resources for Canada's top financial advisors
Est. 1998
Industry
The famous 4% rule won’t work for many clients
By Jim Otar |May 16, 2014
5 min read
Market Insights
Which has a greater impact on portfolios?
By Jason M. Pereira |May 16, 2014
4 min read
Fixed-income investing’s never been more challenging. All traditional bond investors have been able to do, says Philip Mesman, a portfolio manager at Picton Mahoney Asset Management in Toronto, is decrease bond duration and increase cash. “That results in mediocre returns; or, as we saw last year, negative returns.”
By Dean DiSpalatro |May 9, 2014
3 min read
It was 12 years ago when Steve Barban received a referral from an accountant. The prospective clients were uber-wealthy, well-known Canadian icons. They weren’t happy with their current advisor, and wanted to recoup some of the $38 million they’d lost when the tech bubble burst. And they wanted to invest exclusively in stocks.
By Suzanne Yar Khan |May 9, 2014
What happens when clients own too much of one thing.
By Evelyn Juan |April 4, 2014
6 min read
Fiona Wilson anticipates the tide turning to a stock picker’s market
By Suzanne Sharma |March 14, 2014
Planning and Advice
Your boomer clients are retiring, so they’re going to be spending the money in their portfolios.
By Dean DiSpalatro |February 7, 2014
1 min read
Netanya knows a lot of people lost money in 2008, but thinks her advisor did a poor job by losing more than half her money.
Your boomer clients are retiring, so they’re going to be spending the money in their portfolios. Most clients need to stay invested—and do well—if they’re to meet retirement spending targets. But some can’t handle the risk needed to fund all their lifestyle goals. You’ll be the one who delivers this news. Here are some strategies for making the message click.
Managers should employ smart beta strategies efficiently.
By Staff |January 28, 2014
2 min read
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