Fixed-income portfolios don’t have to be restricted to government debt. Infrastructure issues, investment-grade corporates and municipal bonds can be effective diversifiers
Increased risk of default and historically low interest rates mean you need to keep a closer eye on your clients’ bond holdings. You also will…
The expected continued high value of the loonie and the yen vs the greenback pose challenges, while weakness in the euro will be welcome
Policy-makers are set to continue refining the new capital requirements that will affect all global banks with the introduction of the Basel III capital regime,…
Fund portfolio managers expect that continued low interest rates will help consumers keep spending this year. These managers also favour firms in the technology and…
If governments look to higher inflation to help pay their debts, it could have a serious impact on your clients
Canadian banks and insurers will search for revenue in the context of the overindebted Canadian consumer base as well as the uncertain global economic outlook…
Commodities had a rocky ride in 2011, but some fund managers say the outlook is brighter for 2012
Most portfolio managers are cool to the precious metal, but some suggest gold-related investments
It may appear that this is a terrible time to invest, but global portfolio managers and strategists say the current market volatility is creating many…
The huge number of Canadians retiring soon means advisors must be ready to have different client conversations
Given such economic uncertainties as the sovereign-debt crisis in Europe, the health of the U.S. economy and China’s growth prospects, equities markets promise to be…
George Hartman, managing director at Accretive Advisors, continues his discussion of succession planning for advisors. In choosing a successor, he suggests you consider how you…
With investors growing cautious toward historically expensive risk assets, defensive sectors are attracting renewed capital inflows. Skyline breaks down the current environment and explains why…
Choosing the right investment management partners can help you make confident recommendations — even in unpredictable times.
Building Resilient Portfolios for a New Era
Have You Thought About What Season Your Practice is in?
HNW clients want guidance on the complex challenges that wealth can bring
Referrals are key to boosting your roster of HNW clients
The nature of private apartment funds means they can complement your client’s traditional investment portfolio.
Boosting advisor productivity in Canada through integration, innovation, and global best practices.
Head of Compliance for WFGIAC April Stadnek shares her perspective on the growing need for financial protection among Canadians, and how WFG supports its advisors…
A video breakdown of the 2025 Report Card on Banks themes
Paying the bills and growing their careers were priorities for the Big Six’s branch planners
But banks’ big mutual fund fees are, investor advocate says
Regulator requests monetary penalties, disgorgement, costs and market bans
Insurance advisors answered multiple-choice questions about their industry experience for this inaugural research
Housing costs are a growing worry, BMO index finds