Hugh Murphy, managing director of Credo Consulting, discusses the results of a recent survey of how advisors are using exchange-traded funds. The survey was conducted for TC Media’s Investment Group.
HNW clients want guidance on the complex challenges that wealth can bring
Referrals are key to boosting your roster of HNW clients
The children of the wealthy have different ideas about financial advice — and those who provide it. Understanding that mindset can help retain families when...
High net-worth clients place considerable importance on their investments — and want to know and understand how their money is being managed
Measures will aim to make housing more affordable for millennials
The price of oil surpassed US$59 per barrel
Economists revisit recession fears amid dropping yields, labour market concerns
Foreign investors piled into Canadian securities, while Canadian investors shed foreign holdings