Will clients embrace alternatives?
New class of mutual funds gives investors access to defensive strategies such as short selling, leveraging and use of derivatives
- January 21, 2019 January 17, 2019
- 00:06
New class of mutual funds gives investors access to defensive strategies such as short selling, leveraging and use of derivatives
Investor fears may be overblown, say reports
Wealthsimple Advice offers passive or active portfolios of ETFs and mutual funds
The global economy also faces headwinds
WisdomTree is forecasting more product innovation in 2019, and for emerging markets to outperform Canadian stocks
Take advantage of income-splitting opportunities
Windfall recipients intend to pay off debts and share their newly acquired wealth with friends, family and charity
The new service fits with the bank’s aim to serve HNW clients
If you’ve shifted to passive investing, here are ideas to create advisory value for clients
Find out what research presented at the ETF Summit reveals