Insight – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Fri, 29 Mar 2024 21:47:02 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.3 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Insight – Investment Executive https://www.investmentexecutive.com 32 32 Bare trust debacle makes fools of the law-abiding https://www.investmentexecutive.com/insight/editorials/bare-trust-debacle-makes-fools-of-the-law-abiding/ Fri, 29 Mar 2024 16:38:01 +0000 https://www.investmentexecutive.com/?p=482977 Editorial: Last-minute policy reversals undermine an already fragile trust between tax authorities and the public

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]]> Central banks walking a tightrope https://www.investmentexecutive.com/insight/columns/central-banks-walking-a-tightrope/ Thu, 28 Mar 2024 19:00:41 +0000 https://www.investmentexecutive.com/?p=482895 Bank of Canada and the Fed strive to keep inflation at bay without tipping the economy into recession

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]]> Unlocking tax alpha in client portfolios https://www.investmentexecutive.com/insight/columns/unlocking-tax-alpha-in-client-portfolios/ Wed, 20 Mar 2024 19:00:57 +0000 https://www.investmentexecutive.com/?p=482398 These five strategies enhance tax efficiency in non-registered accounts

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]]> How your clients can benefit from the transition in private equity https://www.investmentexecutive.com/insight/columns/how-your-clients-can-benefit-from-the-transition-in-private-equity/ Wed, 06 Mar 2024 21:15:16 +0000 https://www.investmentexecutive.com/?p=481750 The time is ripe for investors to add these funds to their portfolios

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]]> Balance your client’s inheritances with hotchpot and release clauses https://www.investmentexecutive.com/insight/columns/balance-your-clients-inheritances-with-hotchpot-and-release-clauses/ Wed, 28 Feb 2024 20:00:21 +0000 https://www.investmentexecutive.com/?p=481176 Ensure an equitable estate distribution among beneficiaries who received earlier gifts and advances

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]]> Building a better Canadian equities portfolio https://www.investmentexecutive.com/insight/columns/building-a-better-canadian-equities-portfolio/ Wed, 31 Jan 2024 21:00:59 +0000 https://www.investmentexecutive.com/?p=479564 Market changes and research support a momentum strategy

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]]> Letter: Misleading sales pitches impede investor decisions https://www.investmentexecutive.com/insight/letters-to-the-editor/letter-misleading-sales-pitches-impede-investor-decisions/ Mon, 29 Jan 2024 15:02:13 +0000 https://www.investmentexecutive.com/?p=479405 To be seen as professionals, advisors must be reasonable and transparent, writes John De Goey

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]]> Don’t forget about RESPs when planning for your client’s estate https://www.investmentexecutive.com/insight/columns/dont-forget-about-resps-when-planning-for-your-clients-estate/ Wed, 10 Jan 2024 20:48:55 +0000 https://www.investmentexecutive.com/?p=478371 Advisors can help clients avoid potential complications

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]]> Amid slower growth, investors can seize these opportunities in 2024 https://www.investmentexecutive.com/insight/columns/amid-slower-growth-investors-can-seize-these-opportunities-in-2024/ Wed, 13 Dec 2023 15:00:52 +0000 https://www.investmentexecutive.com/?p=477076 Drive returns for clients with fixed income, the energy transition and innovative companies

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]]> Make more for your client by losing less https://www.investmentexecutive.com/insight/columns/make-more-for-your-client-by-losing-less/ Wed, 13 Dec 2023 15:00:46 +0000 https://www.investmentexecutive.com/?p=477144 Defensively constructed portfolios can outperform in the long run

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