News and resources for Canada's top financial advisors
Est. 1998
Industry
Retirees, like many other clients, can be emotional and extremely reactive to market shocks. how can their advisors prepare to handle frequent fluctuations in their mood and needs in such tumultuous times?
By Vikram Barhat |August 22, 2011
3 min read
When volatility spikes, even your best clients are bound to get a little nervous. But that’s why they engaged your services in the first place, not to mention those of the professional money managers you deal with. Over the past decade, managed solutions, or wraps, have proven popular with financial advisors because they allow a […]
By Staff |August 9, 2011
2 min read
Market Insights
Recent oil price volatility has raised concerns about managing portfolio risk, particularly when oil and Energy occupies a significant weighting on the TSX 60 and Composite -approximately 27%.
By Rayann Huang |May 17, 2011
5 min read
The past few trading sessions have demonstrated the dangers of being too concentrated in the commodity-heavy TSX. While global growth is expected to continue, demand for metals and energy has a tendency to fall off when there’s a whiff of inflation. The commodity play has been extremely lucrative for Canadian investors for the better part […]
By Staff |April 13, 2011
Global investing remains important for Canadians, despite the fact that the world is becoming increasingly unstable. With risks ranging from sovereign debt and political upheaval to natural and nuclear disasters, one of the smartest places to invest might be close at hand. The U.S. economy, despite all its troubles, remains the world’s most flexible and […]
By Staff |April 12, 2011
As the world stumbles from one crisis to another, turbulence is fast becoming the new normal in financial markets. From the great recession of 2008 and the European sovereign debt crisis to the geo-political turmoil in North Africa and the Middle East, the world has experienced tremendous upheaval. And while investors waited for a respite, […]
By Vikram Barhat |March 28, 2011
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