Globe Advisor - The Globe and Mail

Watchlist Portfolio

Investors turn to a variety of investment products in search of higher yield and income

Why every investor has to be more climate aware

Five ways wealth management firms can tackle an AI-fuelled future

Advisors who’ve left the big banks find varying levels of support

How to reduce an oversized tax bill after being paid as an executor

News

Why every investor has to be more climate aware

Advisors who’ve left the big banks find varying levels of support

How to reduce an oversized tax bill after being paid as an executor

Will the BoC leave interest rates unchanged for a third month in this week’s Advisor LookaheadVideo2:18

How eliminating cash flow crunch makes it easier for parents to help adult children

Why it’s important to prepare inheritors for what they will be receiving

Stocks

Wall Street banks re-enter junk debt market

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

ETFS

Expanding array of services for pets offers investors chance to get in on sector’s growth

ETF share of U.S. market turnover jumps to a record 31 per cent

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

Mutual Funds

Investors turn to a variety of investment products in search of higher yield and income

Why this portfolio manager has hiked his cash position amid stubbornly high inflation

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

Your Practice

Five ways wealth management firms can tackle an AI-fuelled future

Why wealth managers should focus more on future millionaires to sustain long-term growth

From self-care to charity: What are the best ways to use a tax refund?

Planning for the unpredictable – how to address longevity risk in retirement

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

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

Globe Investor Quick Links

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The 2022 Lipper Fund Award mutual fund and ETF winners

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Quant funds snap up shares in Warren Buffett’s Berkshire Hathaway

Fund industry heavyweights muscle in on ETF market

ETF share of U.S. market turnover jumps to a record 31 per cent

Gordon Pape: Diversifying your portfolio – how much is too much?

carrick on money

How common is it for adult kids to help parents financially?

investor clinic

How to reinvest dividends? Let us count the ways

Meteoric rise in power of ‘finfluencers’ sparks concerns

Five mistakes self-employed people make when filing their taxes

What to consider when filing taxes yourself versus getting the help of a professional

Four tips for filing your taxes at the last minute

Five types of people who should consider hiring an accountant for taxes

The complete guide to saving money on your taxes in 2023

Data and resources

Currencies

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Markets

Economic Calendar

Research Reports

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