News and resources for Canada's top financial advisors
Est. 1998
Industry
Clients increasingly say their advisors improve their return on investment (ROI), reveals a Pollara report commissioned by IFIC. Read: Can you deliver investors’ return expectations? The proportion of clients who strongly agree with this statement increased to 47% in 2017 from 39% last year. Read: How to increase returns by 1.5% The question is, do […]
By Staff |November 22, 2017
2 min read
Market Insights
Canadian defined-benefit pension plans, buoyed by rebounding Canadian equity returns, posted Q3 2017 returns of 0.4%, says RBC Investor and Treasury Services All Plan Universe. This marks the sixth-straight quarter of growth for Canadian pension plans. Q2 total returns were 1.4%. Read: RRSP, pension limits are outdated, report says Canadian equity returns reverted to positive […]
By Staff |November 8, 2017
Canadian investors reveal high hopes
By Staff |November 1, 2017
Managing long-term returns involves setting appropriate withdrawal rates
October 31, 2017
You know the theory; new data provides you with nuanced details
By Staff |October 11, 2017
1 min read
With little available data, new mutual funds might rely on window dressing to attract flows. That means creating hypothetical returns to show potential past performance based on the fund’s backfilled holdings. “In the absence of real data, such window dressing is the only way to demonstrate that the fund managers are worth investing in,” reports […]
By Staff |September 20, 2017
Economic Indicators
Balanced investors average less than 3% so far this year, economist estimates
By Staff |August 28, 2017
3 min read
Second place goes to emerging markets equity
By Staff |August 2, 2017
It's not the 1990's. How three advisors manage expectations.
By Simon Doyle |May 12, 2017
8 min read
Hedge funds outperformed stocks and bonds on a risk-adjusted basis in 2016, producing net gains of about US$120 billion net of fees, estimates the Alternative Investment Management Association (AIMA) and data provider Preqin. Read: Hedge funds gained in December Risk-adjusted outperformance is highly valued in investments since it reflects volatility as well as net returns. […]
By Staff |January 25, 2017
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