News and resources for Canada's top financial advisors
Industry
The new ETFs will provide investors with the lowest-cost exposure to the financials and energy sectors of the Canadian stock market.
By Staff |September 17, 2013
1 min read
Clients looking for something more than a plain vanilla asset mix should consider adding real estate to their portfolios. It has three key advantages.
By Staff |September 16, 2013
Products
What is the appropriate weight for REITs in a portfolio?
September 16, 2013
2 min read
Market Insights
My colleague is always on the lookout for deals and bargains. Growing up in Saint Petersburg during a transitioning Russian economy made everyone resourceful. She and her family have used coupons to clean out stores, with the clerk paying her at checkout! She applies the same frugal approach to constructing core-and-satellite structures for taxable portfolios, and saves money by systematically harvesting tax losses using ETFs.
By Mark Yamada |September 13, 2013
3 min read
There's a new service for investors who want to create exchange-traded funds themselves, the Financial Times reports.
By Staff |September 11, 2013
When it comes to alternative investments, your clients prefer real estate over hedge funds and commodities, finds an AIMA survey. Read: Regulators sign MOUs with Europeans on alternative investments In fact, real estate had a neutral to favourable view from investors, with none citing it as very negative and the bulk noting it as positive […]
The healthcare sector is dynamic.
September 10, 2013
It was a slow summer for ETFs in Canada.
September 9, 2013
ETFs present a special challenge to the advisor when it comes to generating revenue: they act like a mutual fund, but don’t pay a trailer. They’re exchange-traded and commission-based, but have lower turnover than individual stocks. That said, the more actively traded the ETFs, the more a commission-based model can work.
By Guy Lalonde |September 6, 2013
6 min read
Whoever says paper assets are poor investments hasn’t considered comic books. Once regarded as disposable literature to keep kids busy, comics are now serious investments for millions of collectors.
By Vikram Barhat |September 4, 2013
4 min read
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