News and resources for Canada's top financial advisors
Estate Planning
If your client’s vacation property forms part of her estate on death, it may be subject to probate fees as part of her will.
By Tony Maiorino |November 30, 2016
4 min read
Economic Indicators
In an all-out effort to restore OPEC's faded clout, the 14-nation cartel moved Wednesday to end infighting and agree to cut output for the first time in eight years.
By Staff, with files from The Associated Press |November 30, 2016
Market Insights
As yields remain low and markets remain volatile, institutional investors will increasingly turn to factor investing in the next five years, research from Invesco has found.
By Benefits Canada |November 30, 2016
2 min read
There are four main drivers that will influence the performance of global emerging markets over the short and long term.
By Sarah Cunningham-Scharf |November 29, 2016
3 min read
Re-think bonds to help retirees facing lower returns and higher risk.
By Curt Cumming |November 28, 2016
Trump’s agenda of infrastructure and defense spending, lower corporate and personal taxes, and less financial regulation could result in significant fiscal stimulus, says Corrado Russo, director and portfolio manager at Timbercreek Asset Management, in published commentary. That could lead to renewed GDP growth, more jobs and better longer-term productivity. Also, Trump’s pro-growth, pro-inflationary policies will […]
By Staff |November 28, 2016
Industry
Why it doesn’t impress
By Al and Mark Rosen |November 25, 2016
The classic split is dated. How should you build and rebalance?
By Katie Keir |November 25, 2016
8 min read
Does an OPEC agreement matter as much as we think?
By D. Mason Granger |November 25, 2016
5 min read
Passively managed products account for one third of U.S. mutual fund assets today—up from 20% four years ago—reflecting a net US$2 trillion shift to passive and away from active management (Chart 1). But questions about this trend’s sustainability, and warnings about its consequences, have arisen. Take, for instance, the note from brokerage firm Sanford C. […]
By Mark Yamada |November 25, 2016
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