News and resources for Canada's top financial advisors
Industry
Horizons Exchange Traded Funds Inc. launched the world’s first Black Swan ETFs today.
By Staff |May 30, 2012
2 min read
While it may be tempting to offer exotic investments to your high net worth—or even mass affluent—clientele, advisors should think twice before dipping their toes into the exempt market.
3 min read
Up to this point, we’ve explored how to develop a real estate empire by examining the principles behind real estate as an investment, what conditions are necessary to get started, and what you need to know about real estate investing in order to build your own portfolio.
By David Sung & Wayman Crosby |May 28, 2012
4 min read
In part one of this series, we asked a few questions to help decide whether or not direct ownership of hard asset real estate was the right fit for your client. If you’ve considered those questions and decided that it’s something they have the capacity to pursue, read on to learn the next steps.
By David Sung & Wayman Crosby |May 25, 2012
Whatever you think about their politics or private lives, deep down, we all want to invest like a Kennedy.
In part one, we asked a few questions to see if your clients were prepared to participate in direct ownership real estate. Presumably your answers were “yes” to all of them. Let’s look closer at why those questions were so important.
Economic Indicators
Clients want returns, yet fixed-income isn't delivering, and many are frightened of equities. Many advisors, as a result, are turning to real estate to round out portfolios.
By Staff |May 23, 2012
Products
Private real estate can be suitable for clients looking to offset the volatility of stock markets. But as an asset class, it’s not without risk, and it is governed by a complex set of rules.
By Doug Watt |May 23, 2012
Investors are demanding hedge fund managers increase their due diligence and transparency measures.
By Staff |May 22, 2012
1 min read
Hedge funds have been unfairly getting a bad rap, according to research by the University of British Columbia’s Sauder School of Business.
By Staff |May 9, 2012
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