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the mover
Why this money manager is bullish on Enbridge, Scotiabank and the Nasdaq 100
globe advisor weekly newsletter
Securities regulators put guardrails around use of AI in financial advice
Tax moves and strategies to consider before year-end
Video
Claiming new home renovation tax credit puts principal residence exemption at risk
behind the advice
This former Olympic sprinter brought her discipline and goal-setting to financial advice
In case you missed it
A financial plan is a start. Getting clients to follow through is the hard part
behind the advice
A meeting with Vanguard founder John Bogle inspired this pro hockey player to become an adviser
How ETFs are giving investors access to private markets
More from Globe Advisor
News
Securities regulators put guardrails around use of AI in financial advice
Tax moves and strategies to consider before year-end
Video
33:36
Claiming new home renovation tax credit puts principal residence exemption at risk
Stocks
Why this year’s ‘Trump bump’ may differ from the one in his first term
Brooke Thackray
Bond investors wait on policy, trade on volatility after Trump’s election
With markets soaring again, advisors need to manage expectations
ETFS
Bull market presents fewer opportunities for tax-loss selling, but here are some ideas
What’s driving the record-setting boom in ETFs?
Active ETFs proliferate as asset managers try out new strategies
Mutual Funds
Why this money manager is bullish on Enbridge, Scotiabank and the Nasdaq 100
Why this money manager is betting on U.S. companies, including Merck and Costco
Why this money manager likes a big-box retailer and a defence contractor but recently sold Deere & Co.
Alternative Investments
How fund managers are betting on Trump’s crypto-friendly policies
How luxury assets can contribute to portfolio diversification
Sascha Isaacs
Influx of ‘top-quality products’ drives growth of alternatives adoption
Your Practice
Three difficult client conversations – and how to handle them
Five tips for showing appreciation to clients
Heading for the exits: Tips for Canadian business owners preparing for a sale
Chris Warner
and Simran Arora
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Money markets now heavily betting on oversized 50 basis point BoC rate cut next week following Friday’s jobs data
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The Globe’s stars and dogs for the week
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Why I sold my BCE, and how I’m investing the proceeds
BCE and its dividend: Mea culpa or mea double down?
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