Build personal relationships to counter robo-advisor competition
Traditional advisors need to emphasize broad-based financial planning, conference told
- By: Jade Hemeon
- January 28, 2015 October 21, 2019
- 10:00
Latest news in Special Reports
Who’s your ideal client?
With a new year underway, it’s a perfect time to re-evaluate your target market
- By: Fiona Collie
- January 27, 2015 October 30, 2019
- 14:45
Too much focus on U.S. equities, economist says
Dazzled by good returns in the U.S., many clients are failing to rebalance their portfolios
- By: Jade Hemeon
- January 27, 2015 October 21, 2019
- 09:40
Scrutinize ETF components before buying
Make sure you know what an ETF owns, conference told
- By: Jade Hemeon
- January 26, 2015 October 21, 2019
- 09:00
Life insurers well positioned for growth, managers say
Part three of an equity-income roundtable
- By: Sonita Horvitch
- January 23, 2015 October 21, 2019
- 13:45
Succeeding at Succession: Why you need a plan
In part one of a 10-part series, George Hartman, managing partner with Elite Advisors Canada, explains why it’s important for advisors to plan for their…
- By: George Hartman, Grant McIntyre
- January 22, 2015 October 30, 2019
- 11:20
Defensive stocks look expensive, managers say
Part two of an equity-income round table
- By: Sonita Horvitch
- January 21, 2015 October 21, 2019
- 14:00
Will more oil companies cut their dividends?
Part one of an equity-income roundtable
- By: Sonita Horvitch
- January 20, 2015 October 21, 2019
- 10:30
Strategies for beating robo-advisor competition
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, discusses how advisors can beat the robo-advisor competion by delivering services that can’t be commoditized.
- By: Dan Richards
- January 19, 2015 October 30, 2019
- 06:20
Volatility still a key theme
Most portfolio managers have their eyes set on equities, but their enthusiasm is tempered by rich valuations for U.S. stocks and the potential that the…
- By: Catherine Harris
- January 15, 2015 November 6, 2019
- 00:00
Gold prices stuck in neutral
Most portfolio managers suggest that gold prices won't generate much excitement this year, but there is a school of thought that runs contrary to that…
- By: Catherine Harris
- January 15, 2015 November 6, 2019
- 00:00
Tough economic choices for Japan
The amount of money Japan's government can spend to stimulate that economy is limited by its monumental public-sector debt. Thus, the government needs to find…
- By: Tessie Sanci
- January 15, 2015 November 6, 2019
- 00:00
Sprott undergoes a makeover
New head of Sprott Assett Management wants to pursue a more conservative strategy in stock-picking for the firm's funds
- By: Jade Hemeon
- January 15, 2015 October 30, 2019
- 00:00
Central banks hold the key
What central bankers do in 2015 will affect your clients' portfolios
- By: Catherine Harris
- January 15, 2015 October 21, 2019
- 00:00
Bond rates hinge on world economy
Most economists have predicted rate increases annually since 2009, but those predictions have not come true and rates have remained low. Once again, the consensus…
- By: Andrew Allentuck
- January 15, 2015 November 6, 2019
- 00:00
Asia keeps pace, to China’s beat
Growth in Asian countries (excluding China) is being driven by a healthy combination of external demand and rising domestic consumption. Potential tightening of global financial…
- By: Jade Hemeon
- January 15, 2015 November 6, 2019
- 00:00
US$ on an upward surge
Thanks to a confluence of factors, the U.S. dollar (US$) is expected to continue to rise against most currencies, including the euro, the Japanese yen…
- By: Catherine Harris
- January 15, 2015 November 6, 2019
- 00:00
Reduced expectations for financials
After a solid year, slower domestic growth and uncertainty in the energy sector are likely to mean a more muted performance for banks, insurers and…
- By: Rudy Mezzetta
- January 15, 2015 November 6, 2019
- 00:00
Sluggish growth weighs on Europe
Given the weakness in the region's economies - plus the risks they face on several fronts - the overall sentiment on European equities is negative.…
- By: Megan Harman
- January 15, 2015 November 6, 2019
- 00:00
Keeping the recovery going
The U.S. is one of the brighter spots among world economies. But with a sharply rising currency and markets nervous over the effects of plummeting…
- By: Carlyle Dunbar
- January 15, 2015 November 6, 2019
- 00:00
Disinflation is a good thing
Financial markets are worried about deflation, particularly in Europe but also elsewhere. In the U.S., the combination of steep drops in oil prices and a…
- By: Catherine Harris
- January 15, 2015 November 6, 2019
- 00:00
Robo-advisors expanding rapidly
Regional robo-advisors are growing fast. Many are expanding both geographically and in the services they offer, including special tools designed for traditional advisors
- By: Fiona Collie
- January 15, 2015 October 30, 2019
- 00:00
Regulators aim to finalize rules
Global financial regulators have made considerable progress in 2014 on reforms sparked by the 2007-09 global financial crisis. In the year ahead, regulators will continue…
- By: James Langton
- January 15, 2015 November 6, 2019
- 00:00
Corporate bonds call for caution
Although yield spreads for corporate issues over government bonds have tightened, the premiums still are attractive. But you and your clients must remember that when…
- By: Andrew Allentuck
- January 15, 2015 November 6, 2019
- 00:00
Resources take a sharp dive
The drop in oil prices has precipitated a decline in energy stocks. However, they could rebound if oil prices begin rising. In contrast, no quick…
- By: Catherine Harris
- January 15, 2015 November 6, 2019
- 00:00