Although many financial advisors have hitched their wagons to prosperous baby-boomer clients, there could be busi-ness opportunities ripe for the picking by shaking the branches of the family tree, both above and below this generation. “The baby boomers are known as the ‘sandwich generation’,” says Richard Worzel, president of Toronto-based consulting firm Future Search. “It’s […]
Commodities prices have been on a roll, and some experts say strong demand will keep the heat on
Deal with Western Union could be just the first step
Brenda Vince has presided over phenomenal growth at RBC’s fund group
NexGen’s funds are aimed at clients concerned about the tax treatment of investment income and gains
Their major drawback is the inability to withdraw amounts beyond the income stream
Asset allocation and product selection rank among the best ways to insulate clients’ portfolios
Industry veteran John Wood has jumped out of retirement and back into the saddle. After about two years of “incubation,” Wood is busy marketing pooled funds and investment management services of a new firm, Thompson Wood Page & Co. of Oakville, Ont. Wood, president of TWP, has teamed up with Chris Page, chief investment officer, […]
Star investment manager Kim Shannon brings her deft touch to a new line of funds at Brandes
Harvard-educated economist says the limited asset size of his two Redwood funds lets him move in and out of the market quickly