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With low interest rates and high equities valuations posing risks for investors, advisors can help clients find ways of adding some predictability to their portfolios

  • September 25, 2017 December 14, 2017
  • 17:00

The increasing variety in ETF products means they can be used for broad or specific market allocations

  • September 21, 2017 December 18, 2017
  • 23:55

The insurance giant's purchase of Excel Funds represents an "entryway" to the emerging markets asset class

  • September 21, 2017 December 18, 2017
  • 23:55

SPR is in the process of developing a new corporate name and product lineup, and hiring new portfolio managers

  • September 21, 2017 December 18, 2017
  • 23:55

While 4% is often used as a benchmark for annual portfolio withdrawals in retirement, this amount must be calculated according to individual circumstances, evaluated along the way, and readjusted if necessary

  • September 18, 2017 December 19, 2017
  • 15:55

The roundtable, which is part of the CSA’s consultation on discontinuing trailing commissions on mutual funds, includes three topics and 13 panellists

  • September 11, 2017 December 19, 2017
  • 11:25

The $32.9-million deal expands and complements Purpose’s product lineup

  • September 11, 2017 December 14, 2017
  • 11:10

With new president and CEO Duane Green at the helm, Franklin Templeton is embarking on a period of change, looking to diversify its product offerings greatly

  • August 24, 2017 December 18, 2017
  • 23:55

Tai chi is an increasingly popular system of gentle exercises that’s credited with a host of health benefits. Barbara Taylor can attest to its power. She began practising tai chi 23 years ago at age 50, when she realized she was losing flexibility and was seeking relief from stress in both her personal life and […]

  • August 24, 2017 December 18, 2017
  • 23:45

By expecting lower performance than backtest results show, investors can form more realistic performance expectations

  • August 24, 2017 December 14, 2017
  • 11:55