This web-exclusive series explores the appropriate use of leverage in client portfolios. Part one explores the pros and cons of leverage, and situationswhere it’s suitable. In part two, learn about the regulatory considerations associated with leverage. Part three outlines the best borrowing options. Get additional tips in a two-part video featuring leveraging expert Talbot Stevens.
October 29, 2012Help clients navigate options such as home equity lines of credit, margin and no-margin loans
Advisors urged to ask more questions to ensure suitability requirements are being met
In part one of this two-part series, Talbot Stevens, author of Dispelling the myths of borrowing to invest, discusses the pros and cons of this controversial strategy. Stevens identifies seven main risks of leveraging and outlines the various elements of creating a successful borrowing strategy for clients. He spoke with Investment Executive senior reporter Jade Hemon at the TMX Broadcast Centre in Toronto.
Advisors must consider financial and behavioral factors when assessing the suitability of leverage
Follow our coverage of Bridging Finance Inc., a portfolio manager and exempt market dealer based in Toronto.
Investment Executive's brand-new survey of independent insurance advisors unveils their challenges plus key industry trends
The cease-trade order on all 11 ETFs from Emerge Canada Inc. represented the first time such an order had been placed on a family of…
