News and resources for Canada's top financial advisors
Investing
Factor-based exchange-traded funds are designed to get you returns that fall beyond those of traditional ETFs, which are based on a stock’s market capitalization.
By Barry Gordon and Rohit Mehta |March 14, 2014
2 min read
Collectible motorbikes, symbols of rebellion and liberty, can also be sources of something decidedly conservative: capital preservation.
By Vikram Barhat |March 12, 2014
3 min read
It’s human nature to look at past performance to try and gauge what the future holds.
By Staff |March 11, 2014
1 min read
In this market, it's tempting to scrap low-return investments for riskier fare. But the move can have unintended consequences.
By Murray Belzberg |February 24, 2014
Ask your client, “Do you believe the market price of a company always reflects its true value?”
February 21, 2014
Learn how exchange-traded funds are designed to outperform.
By Staff |February 18, 2014
Modern portfolio theory suggests you should value stocks based on the sum of discounted dividend cash flows — called the dividend discount model (DDM).
By Susy Abbondi |February 14, 2014
Financial Planning
How do Canadians stack up when it comes to risk and decision-making for their investments?
By Staff |February 10, 2014
Why knowing when to sell is just as important as knowing when, and what, to buy.
By Susy Abbondi |January 29, 2014
While you’ve taught your clients the fundamentals of investing, it’s important to reinforce the knowledge you’ve imparted—especially with newer accounts.
By Staff |January 28, 2014
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