Demonstrate credibility with designations
As clients ask more questions about the qualifications of advisors, designations can help you stand out
- By: Tessie Sanci
- January 21, 2014 October 30, 2019
- 11:00
As clients ask more questions about the qualifications of advisors, designations can help you stand out
In part three of this weekly series Jim Ruta, managing partner, LifeAssist Software, explains the five top things advisors do that slow their productivity. He…
In part three, the managers outline their portfolio strategies and share their views on several of the biggest names in Canada’s energy sector
In part two of the roundtable, the managers discuss the challenges facing the Canadian energy sector, share their thoughts on materials
The bull market that ran rampant in the U.S. in 2013 will face some challenges in the year ahead, but U.S. stocks are expected to…
While growth rates have slowed from their peaks, Asia's markets outside China continue to expand at a world-beating pace. Exporting countries remain vulnerable to the…
Recent figures show a healthier rate of economic growth than earlier last year, when a slowdown looked to be in the cards for the globe's…
The Continent is still appealing, but portfolio managers caution that investors need to pick and choose, and that some countries still are struggling to extricate…
Excess capacity, combined with high unemployment, is keeping the CPI in check in the industrialized world. Europe, meanwhile, is flirting with deflation
The government is confronting its long-standing deflation, with an aggressive tax policy and labour reform. Many portfolio managers are optimistic about the effects of the…
With stronger growth globally as well as here in Canada, fund portfolio managers are paying close attention to cyclical stocks, such as those in the…
Some fund portfolio managers are focusing on stock selection in this tough environment. However, commodity prices should start to improve in 2015 as growth in…
Financial services firms and their regulators will be working to finalize and implement major regulatory reforms rule-makers also will be assessing the impact of recently…
Canadian investors can benefit from the anticipated rise of the U.S. dollar this year. But the picture is murky if your clients have exposure to…
Despite a subdued outlook, portfolio managers predict emerging markets will show improvement over last year. The challenge will be in picking stocks and sectors rather…
A rise in long-term interest rates amid the end of the Fed's quantitative easing program will make it more difficult to find the point at…
Although corporate, high-yield and global bonds offer a substantial pickup in yield over Government of Canada bonds, these higher-return issues come with their fair share…
But perhaps not so great for fixed-income
The financial services sector made a strong showing in 2013, and portfolio managers expect that many companies, including banks and insurers, will benefit from healthy…
After a year of strong recovery in several world markets, fund portfolio managers are focused on continuing to benefit from the economic recovery. But there…
Canada’s small-capitalization equities market is unlikely to be particularly strong in 2014. “I would be tempering my return expectations to look for below historical averages,”…
The current downward trend in gold bullion prices could continue, especially if the global economic recovery accelerates and political threats abate. But some pessimists expect…
Part one of the roundtable focuses on North American energy stocks
Are you two weeks into the new year and a month behind? In part two of this weekly series, Jim Ruta, managing partner, LifeAssist Software,…
Experts share their top practice-management strategies for the new year