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…
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…
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…
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…
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…
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…
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…
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…
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 financial services sector made a strong showing in 2013, and portfolio managers expect that many companies, including banks and insurers, will benefit from healthy…
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 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
Business owners represent a lucrative niche market for insurance advisors. But serving this market requires specialized knowledge of taxes and the planning tools companies use…
It can be gratifying to discover that several advisors are interested in taking over your book and willing to spend time getting to know you…
One advisor describes in detail his methods for getting more from client meetings, from careful planning, note-taking and followup to the engagement of key staff…
Although Patricia and Tom, a couple in Halifax who are both 58 years old, will have no problem in meeting their ambitious retirement and estate…
Shared office spaces provide a professional work environment that's preferable to meeting clients in a home office or a coffee shop. These facilities also offer…
Recent widows are emotionally vulnerable and at risk of making costly, impulsive decisions. You can provide the advice and moral support they need
Clients can form strong ties to certain equities for a variety of reasons, from professional experience to respect for a deceased spouse. Your job is…
Virtual personal assistants such as Apple's Siri and a bevy of others available for most smartphone platforms are useful, but they are not yet able…