Investments

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Market Insights

Help clients understand trade-offs

You help clients invest what’s left after they’ve spent their money. But what if you could help them better understand their spending and maximize those leftovers?

By Dan Ariely |June 2, 2012

4 min read

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Economic Indicators

The difference between volatility and risk

Advisors are stressed, clients are anxious, and the market continues to yo-yo. But Martin Cobb, lead manager of the Templeton Global Smaller Companies Fund, isn’t worried.

June 2, 2012

2 min read

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Products

Film investing: moneyball or casino royale?

Those who earn their livelihood solely by investing in films say there are few other asset classes so rewarding. Few, also, are quite as high-risk.

By Vikram Barhat |June 1, 2012

4 min read

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Planning and Advice

When clients want to open a franchise

The expert David Wilton, MBA, Director of Small Business, Scotiabank, Toronto Client profile Jack, a lifelong public servant, is an assistant Federal deputy minister. Sherry is a high-school teacher. Both plan to opt for early retirement this year, but at 55 and 56, they aren’t ready to stop working. They have run a small bed-and-breakfast […]

By Lisa MacColl |June 1, 2012

4 min read