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Stuck in neutral

Mutual funds sales slump reflects investors’ risk-averse mentality

  • By: Rudy Luukko
  • November 13, 2018 November 14, 2018
  • 06:00
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Regulators’ attention to mutual funds persists

The CSA is focused on introducing greater investor-protection rules while planning to eliminate some of the unnecessary rules and requirements mutual funds face

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Limiting the risk of investing in emerging markets

Multinational companies with significant operations in emerging markets provide a safer alternative to the stocks of local companies

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A different frame

HNW clients want guidance on the complex challenges that wealth can bring

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Powering up your practice

Referrals are key to boosting your roster of HNW clients

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Learning the language of the next generation

The children of the wealthy have different ideas about financial advice — and those who provide it. Understanding that mindset can help retain families when…

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Keeping a close eye

High net-worth clients place considerable importance on their investments — and want to know and understand how their money is being managed

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Beyond our borders

Many investors, including HNW clients, need to be educated about the world of opportunity in global markets

Tech and the high net-worth client

Smart use of the new smart financial tools can enhance your practice

Widening the choices

Alternative investments can provide needed growth, but advisors need to look under the hood

Settling up with the CRA

Tax surveillance is now global. HNW clients need to know the rules — and the penalties — of non-compliance

Looking past the premiums

Permanent life insurance can be good value for wealthy clients who can afford the upfront costs

Focus on planning

A tech-savvy advisor to HNW clients says the industry needs to change

  • By: Leah Golob
  • October 15, 2018 October 12, 2018
  • 00:23

Tips from top HNW advisors

Be prepared for the worst — and focus on the client

Finding value in uncertain times

Franklin Templeton Investments portfolio manager James Harper outlines his approach to value investing

  • September 26, 2018 September 14, 2018
  • 08:45

The New Normalizing: Managing Rising Interest Rates for Income Investors

An active ETF invested in floating-rate corporate loans aims to mitigate interest rate risk while generating income.

  • September 19, 2018 September 19, 2018
  • 09:00

Active management – unbundled

Build more cost-effective portfolios with a focus on the source of returns

  • September 18, 2018 September 19, 2018
  • 10:00

Handling passive-investment rules

Recent changes to the way that active business income earned within a private corporation is taxed may affect some of your high net-worth clients

Slideshow: How a firm’s ratings impact advisors’ recommendations

Although advisors are likely to recommend their firm to another advisor, this changes sometimes based on their perception of their brokerage

Slideshow: Measuring up each firm’s average advisor

Although overall AUM and productivity are up, this isn’t the case at all firms in this year’s Brokerage Report Card

Little leeway for feds in next budget

Solid economic growth and the recently negotiated U.S./Mexico/Canada Agreement for trade are points of strength, but the large deficit doesn't give Ottawa much room to…

Income splitting in the age of TOSI

Although the new "tax on split income" rules target adult children and spouses of business owners, there are exceptions that permit income splitting under certain…

Changes coming for RDSPs?

Senate committee's recommendations would increase enrolment and make accessing funds easier for planholders