Make more for your client by losing less
Defensively constructed portfolios can outperform in the long run
- By: Robert Wilson
- December 13, 2023 December 12, 2023
- 10:00
Defensively constructed portfolios can outperform in the long run
In a client scenario, an advisor fails to plan for an estate’s tax liabilities
Advisors can help reduce inflation’s impact
New guidance will target responsibilities of insurers, MGAs, and identify suitability requirements for life agents
Here are six ways to manage the challenge
Amid automatic tax filing, a proactive approach is required
Balanced portfolios favouring bonds will help investors ride out economic uncertainty
Consider these three implications for client portfolios
Column: Reconsider the assumption that government bonds outperform during equity sell-offs
Reconstruction should focus on client needs, risk mitigation
Implement these five steps to better serve affluent clients
Reassure clients to keep them focused on their long-term objectives
Editorial: Last-minute policy reversals undermine an already fragile trust between tax authorities and the public
CEO Ken Rae sells his stake but stays on as key leader
The Liberals’ re-election prospects look promising thanks to the co-operation of Big Pharma
Capitalize on opportunities in bonds, the energy transition and innovation
Optional returns may reduce or eliminate your client’s taxes
Advisors can play a key role by educating clients about the historic — not hyped — investment opportunities
To be seen as professionals, advisors must be reasonable and transparent, writes John De Goey
Minimum standards for credentialing bodies, and the robust process for approving those bodies, were determined after extensive consultations, writes Huston Loke
Cited risks from collaboration with industry are unfounded, writes Paul Bourque