Advisors need to be very selective about how these equity-linked notes are structured and where they fit into a client’s overall portfolio
Annuities are now being set up for people who are much younger as sales hit new highs, says an expert
While Canadians tend to exhibit a pretty big home bias, they’re missing out on opportunities by not including global assets in portfolios
Much of the pain has been concentrated in so-called long-short equity funds, which manage around US$1.2-trillion in assets and bet on rising and falling stock prices
Advisors can prove their value by helping clients understand insurance premiums deserve space in their budgets
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