New ETFs designed to provided diversification of asset classes and investment risk factors
The new tax-free savings account has altered the landscape when it comes to asset allocation
Balanced funds and other diversified products help clients weather volatility
It affects a portfolio’s return proportionally — and its risk disproportionally — to its weighting
Most investors are best served by trend-free, balanced portfolios
Despite the comfort that some sectors offer, balance is always better
Despite advisors’ best efforts, extreme nervousness has kept many clients huddling in the safety of cash and low-risk money market funds this RRSP season. Shocked and scared by the extreme volatility of financial markets during the past few months and concerned that more troubles lurk in the shadows, many clients have been reluctant to commit […]
Advisors must provide appropriate portfolio solutions for different types of clients during difficult periods
With more companies doing business globally, head office location plays smaller role
New interactive tool helps investors calculate asset mix and foreign investments