Planning and Advice

Decorative pattern

Economic Indicators

How you’re responding to short-term investment pressures

To weather volatile markets, advisors seek active management strategies, but they might not realize the full effects of those strategies if they change tack too soon. Canadian investment professionals allocate 76% of total assets under management to active management, reveals a survey by MFS Investment Management, with 60% saying active management has superior risk-management controls […]

By Staff |November 21, 2016

2 min read

U.S. advisors not shaken by election results: survey

Industry

U.S. advisors not shaken by election results: survey

More than half of the CFA Institute's U.S. members expect the results of the U.S. election to benefit business, survey reveals

By Staff |November 18, 2016

1 min read

Decorative pattern

Industry

In the advisory world, size matters

On average, retail revenue rose about 6% annually from 2011 to 2015, outstripping annual operation cost increases, which are only about 2% per year, says new letter from the IIAC.

By Staff |November 17, 2016

2 min read

Decorative pattern

Planning and Advice

The mistake biz owners are making–and how you can help

If your client runs a business, planning for succession is part of planning for success. Indeed, the majority of Canadian family-business leaders (95%) say securing their long-term future is key to success in the next five years, reveals a PwC family-business survey. But there’s a problem: most companies are too focused on day-to-day operations, leaving […]

By Staff |November 17, 2016

2 min read