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Watchlist Portfolio

Why this portfolio manager is buying utilities on ‘strong dividends’ and selling big energy

globe advisor weekly newsletter

How universal long-term care services could help ease financial burden

Why this former funeral director says his retirement is a ‘work in progress’

Dividends from largest companies hit record US$326-billion in first quarter

Reducing wealth erosion through effective cash flow management

News

How universal long-term care services could help ease financial burden

Why this former funeral director says his retirement is a ‘work in progress’

Reducing wealth erosion through effective cash flow managementVideo35:22

Five mistakes self-employed people make when filing their taxes

What’s ahead for Big Five banks amid impending recession in this week’s Advisor LookaheadVideo2:07

Why early RRIF withdrawals don’t work for most retirees

Stocks

Dividends from largest companies hit record US$326-billion in first quarter

Record buyback spree attracts shareholder complaints

Meteoric rise in power of ‘finfluencers’ sparks concerns

With a liquidity crisis looming, investors must switch their thinking

Will Sell in May work this year? Here’s what to consider when deciding whether to stay invested

Brooke Thackray

Charlie Munger: U.S. banks are ‘full of’ bad commercial property loans

ETFS

Generating tax-free income in TFSAs with covered-call ETFs gains popularity

New ETF platform aims at institutions and hedge funds

How to invest in the space race as recent setbacks highlight risks, uncertainty and cost of failure

Passive ETFs are cheap, but stockpickers cannot be ignored

Are dividend aristocrats ETFs a good bet for cash flow with high inflation?

Volatile markets increase appeal of ETFs with a buffer

Mutual Funds

Why this portfolio manager is buying utilities on ‘strong dividends’ and selling big energy

RRSP season investment fund flows falter to weakest level since 2009 as investors opt for cash

Why this $1.75-billion money manager has more than half of his portfolio in cash

Why this money manager thinks Canada is the best place to invest over the U.S. right now

Why this money manager doesn’t foresee a recession and is hedging with growth and defensive stocks

How fund managers have turned bullish on Chinese stocks over the short term

Your Practice

Exodus of U.S. investment advisors sparked by mergers and bank turmoil

What to watch out for in virtual meetings with clients as its popularity continues

Wealth managers are taking diverging approaches to succession planning

New investment industry regulator makes progress on removing ‘structural inefficiencies’

How the federal budget affects small business succession plans

How to change the conversation when addressing charitable giving with younger clients

Top Advisors

How top women advisors manage being successful while raising children

Clearing up biggest misconception about philanthropy can encourage more Canadians to give back

Alexandra Horwood

How career autonomy and mentorship drove Canada’s top woman advisor to excel

How young top women advisors take a multigenerational approach to connect with clients

How top women advisors use emotional intelligence to give them an edge

Why Vancouver dominates Canada’s Top Women Wealth Advisors ranking

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Data and resources

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