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
The increasing variety in ETF products means they can be used for broad or specific market allocations
The insurance giant's purchase of Excel Funds represents an "entryway" to the emerging markets asset class
SPR is in the process of developing a new corporate name and product lineup, and hiring new portfolio managers
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
The roundtable, which is part of the CSA’s consultation on discontinuing trailing commissions on mutual funds, includes three topics and 13 panellists
The $32.9-million deal expands and complements Purpose’s product lineup
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
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 […]
By expecting lower performance than backtest results show, investors can form more realistic performance expectations