News and resources for Canada's top financial advisors
Market Insights
Access isn’t as difficult as you think
By Dean DiSpalatro |May 16, 2014
8 min read
Estimate the hidden tax drag on U.S. and international equity index funds and ETFs
By Justin Bender and Dan Bortolotti |May 16, 2014
6 min read
Editorial: Ultra-low interest rates limit choices for conservative investors
By Melissa Shin |May 9, 2014
2 min read
Fixed-income investing’s never been more challenging. All traditional bond investors have been able to do, says Philip Mesman, a portfolio manager at Picton Mahoney Asset Management in Toronto, is decrease bond duration and increase cash. “That results in mediocre returns; or, as we saw last year, negative returns.”
By Dean DiSpalatro |May 9, 2014
3 min read
Industry
Millions of hidden U.S. trades were revealed for the first time last December when a new SEC rule took effect. For the first time, odd-lot trades—those with fewer than 100 shares—appeared on the consolidated order book. That means information on those deals is available to everyone, not just investment banks and sophisticated traders.
By Jessica Bruno |May 9, 2014
1 min read
It was 12 years ago when Steve Barban received a referral from an accountant. The prospective clients were uber-wealthy, well-known Canadian icons. They weren’t happy with their current advisor, and wanted to recoup some of the $38 million they’d lost when the tech bubble burst. And they wanted to invest exclusively in stocks.
By Suzanne Yar Khan |May 9, 2014
5 min read
Some major markets are dragging on global economic performance.
May 8, 2014
Heritage Global has announced its shares are now listed on the Canadian Securities Exchange, under the symbol HGP.
By Staff |April 29, 2014
Interest rate hikes won’t impact floating-rate loans.
April 29, 2014
Alternative indexing, fundamental indexing and smart beta are widely used terms to describe indices that break from the traditional market-capitalization approach.
By Atul Tiwari |April 28, 2014
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