News and resources for Canada's top financial advisors
Products
A recent survey by BMO Investments found Canadians are confused about exchange traded funds. Thank goodness for financial advisors who can help their clients make sense of these products.
By Staff |December 7, 2011
2 min read
Vanguard has officially arrived on Canadian shores, launching six new exchange-traded funds which began trading on the Toronto Stock Exchange this morning.
By Staff |December 6, 2011
While many Canadians remain unfamiliar with ETFs, the more they learn about them, the more interested they become, according to one provider of the product.
By Staff |December 5, 2011
1 min read
Industry
Fast-growing product offering is changing the licensing debate.
By Christopher Mason |November 28, 2011
4 min read
Planning and Advice
The media tells investors they can manage ETFs on their own. How do you stop clients from fleeing?
6 min read
Is your rich client a diehard fan of a team that's up for sale? You can help him buy it. Like any investment, the decision should be based on individual goals, risk tolerance and the vagaries of the market.
By Vikram Barhat |November 24, 2011
3 min read
Pinnacle Wealth Brokers has announced the acquisition of Global Exempt Market Solutions, its closest competitor in the exempt market.
By Staff |November 22, 2011
September 2011 brought back bad memories of Lehman Brothers’ bankruptcy. Against that backdrop, it may be premature to look positively on any asset class. And this is perhaps particularly true of commodities — especially oil.
By Yves Rebetez |November 22, 2011
7 min read
Annuities, those age-old stalwarts of longevity planning, have been popping up on the investment radar with some gusto recently, propelled by recent financial terrors and a renewed interest in consistent, reliable gains versus flash-in-the-pan returns that often quickly evaporate.
By Raf Brusilow |November 21, 2011
Savvy advisors have taken the time to understand Individual Pension Plans, seeing them as a value-added service for existing and prospective clients recognizing they may be the new frontier in the asset accumulation cycle.
By Michelle Dickinson |November 17, 2011
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