Globe Advisor - The Globe and Mail

Watchlist Portfolio

Tense conversations lie ahead as investors process their losses in 2022 – and the fees paid to their advisers

Should investors avoid companies that spent billions on share buybacks as new taxes take effect?

Goldman Sachs makes ‘white-label’ bet on white-hot ETF market

Will Canadian crypto ETF providers keep funds open with losses mounting?

Investors pump almost US$16-billion into U.S. corporate bond funds

Key tax considerations for self-employed people who become employees

Canadian investors are ‘underserved’ in alternative investments and private capital

Want to know which way markets are headed? There’s a popcorn index for that

Four reasons why it’s time to revisit a will

Jessica Feldman Chittley

Why this advisor left the ultra-wealthy behind to focus on her community

Is the glass still half full for fixed income?

Mark Wisniewski

Should investors avoid companies that spent billions on share buybacks as new taxes take effect?

Why Canada’s regulatory approach to crypto should ‘encourage’ investors

How employees can benefit from exercising stock options in a down market

Legal and political uncertainties plague cannabis sector despite signs U.S. is moving closer to legalization

Global dividends hit a third-quarter record

Asset managers pay vastly unequal fees for using indexes

Goldman Sachs makes ‘white-label’ bet on white-hot ETF market

Will Canadian crypto ETF providers keep funds open with losses mounting?

Big Three fast-food chains remain a bright spot for investors as economy slides into recession

Pimco ETF makes history with move to open outcry pit

Investors pump record sums into leveraged ETFs

Strong greenback driving demand for U.S. dollar-denominated investments

Investors pump almost US$16-billion into U.S. corporate bond funds

Six energy-dividend stock picks with bountiful payouts

Investors pull out of long-term mutual funds as market conditions deteriorate

Shift from active to passive funds is accelerating, J.P. Morgan reports

Big hedge funds shop for bargains in corporate debt markets

U.S. stock hedging strategies backfire during market rout

Why it’s important to start teaching kids about money early on

Four ways advisors can build an impactful online presence

How to prepare for health scares and protect financial well-being

Alexandra Horwood

Why Gen Xers are shying away from seeking financial advice

How advisors can prevent ‘quiet quitting’ in their practices

How advisors can discard client data safely amid cybersecurity risks

Offering ‘full concierge’ of services is key for meeting needs of wealthy immigrants to B.C.

How top advisors build close-knit teams

How Alberta’s top advisors are handling an influx of new clients

Taxes are a major concern for top advisors as many lean on specialists for complex strategies

Small-town advisors face higher scrutiny because they’re more ‘visible in the community’

How Canadians who move provinces bring challenges, opportunities for top advisors

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Will Canadian crypto ETF providers keep funds open with losses mounting?

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IRS funding boost could result in ‘greater crackdown’ on taxes for U.S. citizens abroad

When TFSAs make sense for Americans living in Canada

What to consider when leaving Canada to live or work in another country

Seniors are busting out their travel bucket lists, how the Tragically Hip’s final concert inspired an expat to retire early and tax tips for dual Canadian-U.S. citizens

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