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Watchlist Portfolio

Why this portfolio manager is betting on fixed-income and dividend-paying securities while selling tech, health care

globe advisor weekly newsletter

Three ways to create deeper connections with female clients

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

This 59-year-old retiree expected to miss big-city life but found new interests during the pandemic

How to guide clients who have suffered through trauma to reach their financial goals

News

Three ways to create deeper connections with female clients

This 59-year-old retiree expected to miss big-city life but found new interests during the pandemic

How this advisor is creating exotic retreats so clients get more from a vacation

What to consider when assets in joint accounts are meant for multiple beneficiaries

Suddenly Single: How women are transitioning through death and divorceVideo29:06

Eight predictions of what could be introduced in the federal budget

Stocks

Small but mighty – five reasons why small caps are set to outperform

Commodity markets likely to escape banking crisis fallout, traders say

A bear market and banking crisis: What money managers say could happen next

What to watch out for when companies offer dividend reinvestment plans

Why this money manager is betting on global food and entertainment giants

Silicon Valley Bank profit squeeze in tech downturn attracts short sellers

ETFS

How to play the demand for microprocessors as chatbots, robots and EVs disrupt sectors

Asset managers warn too much choice is confusing retail investors

Why agriculture commodities are a good long-term bet

How this money manager of women-led active ETFs is playing an economic ‘soft landing’

Expiry of Vanguard ETF patent could spark run of copycats

Why Canadian spin on single-stock ETFs offers more risk-adjusted approach for investors

Mutual Funds

Why this portfolio manager is betting on fixed-income and dividend-paying securities while selling tech, health care

Tax-loss harvesting – an investment tactic that has gone too far

Money market funds swell by more than US$286-billion as investors pull deposits from banks

Where investors put their money in this year’s RRSP season

Why this $2.5-billion fund manager is buying Meta Platforms and Salesforce but selling IBM

Sustainable investors don’t need ‘green bleaching’

Your Practice

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

How to guide clients who have suffered through trauma to reach their financial goals

ChatGPT is fun, but is it useful for financial planning?

How to establish an effective strategy to buy a book of business

What to consider before moving somewhere cheaper to retire

Why every advisor and practice needs an emergency plan

Top Advisors

Why this portfolio manager’s defensive strategy includes adding positions to a chipmaker and drug giant

How advisors can create more meaningful relationships with female clients

Alexandra Horwood

What top advisors look for in new clients, regardless of account size

Why this money manager is taking profits from private equity to deploy in public markets

Top advisors expect markets to recover in 2023 – Here are their picks

‘Locals can’t compete with out-of-province’ homebuyers as interprovincial migration heats up

Globe Investor Quick Links

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2023 Globe and Mail ETF Buyer’s Guide Part Four: International equity ETFs

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carrick on money

How Air Miles tanked its customer loyalty franchise, and why members should burn off their points pronto

Data and resources

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