Skip to main content
Investing
Globe Advisor CE Centre, powered by Learnedly Launch CE Centre
WatchlistPortfolio
Top year-end tax strategies for 2022
globe advisor weekly newsletter
Why the big banks are ‘not keen on letting the data get out’
opinion
Tense conversations lie ahead as investors process their losses in 2022 – and the fees paid to their advisers
Rob Carrick
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
News
Top year-end tax strategies for 2022
Why the big banks are ‘not keen on letting the data get out’
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
Stocks
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
ETFS
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
Mutual Funds
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
Your Practice
Why it’s important to start teaching kids about money early on
Four ways advisors can build an impactful online presence
Emily Reed
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
Top Advisors
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

Globe Investor Quick Links

More from Globe Investor

Data and resources

Globe Advisor Newsletters

Log in to your Globe and Mail account

Log inCreate an account

Advisor Weekly

A compilation of top Globe Advisor stories of the week.

Sign UpSee Sample

Premarket Update

Delivered to your inbox, Monday through Friday, before 6:00am ET.

Sign UpSee Sample

Midday Market

Delivered to your inbox, Monday through Friday, before 12:00pm ET.

Sign UpSee Sample

Market Close

Delivered to your inbox, Monday through Friday, before 5:00pm ET

Sign UpSee Sample
Quick Links

All market data (will open in new tab) is provided by Barchart Solutions. Copyright © 2022.

Information is provided 'as is' and solely for informational purposes, not for trading purposes or advice. For exchange delays and terms of use, please read disclaimer (will open in new tab).