The boomers are determined to “stay alive” in retirement, and many are renewing their engagement with the workplace to do so. You can help your clients plan for that transition
With an abundance of good businesses’s shares trading at attractive prices, value managers are adding some significant holdings
Stephen Palmer is hoping his investment skills, which have produced red-hot returns for one of Canada’s leading hedge funds, can do the same for mutual funds available to small investors. Palmer, 42, president of Toronto-based AlphaNorth Asset Management, launched AlphaNorth Growth Fund at the end of July. The fund, which requires a minimum initial investment […]
Bhim Asdhir has built a family of mutual funds that focus on India and a host of other emerging and frontier markets
Historically low interest rates and slumping stock prices make this a good time to consider a spousal loan as an income-splitting strategy in situations in which one spouse earns much less than the other
The new president of Brandes has been travelling across the country and supporting advisors during these volatile times
The Canadian division of Edward Jones will have a new leader in January 2012, when Gary Reamey, principal and head of the division, relinquishes the reins after 17 years as boss of the Mississauga, Ont.-based business and a total of 35 years with the St. Louis-based brokerage firm. Reamey, 56, will be succeeded by David […]
“When it comes to expanding, you have to do it wholeheartedly or not at all,” says Arrow founder and CEO Jim McGovern
The key to communicating with clients during a time of market upheaval is to be proactive and empathetic
Lori Livingstone, private client portfolio manager with Toronto-based ScotiaMcLeod Inc., says there is one question a client seeking a financial advisor should ask before anything else: “How many clients do you have?”Many advisors, according to Livingstone, have so many clients they are simply unable to devote the necessary time and attention to manage each client’s […]