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Watchlist Portfolio

How this money manager is preparing for the potential for more interest rate hikes

globe advisor weekly newsletter

Car loans are eating up a growing chunk of Canadians’ monthly budgets

‘Do things that scare you – it’s an antidote to aging,’ says this Quebec retiree

U.S. Treasury’s US$1-trillion borrowing drive set to put banks under strain

How to prepare for buying a home other than qualifying for a mortgage

News

Car loans are eating up a growing chunk of Canadians’ monthly budgets

‘Do things that scare you – it’s an antidote to aging,’ says this Quebec retiree

How to prepare for buying a home other than qualifying for a mortgage

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

Stocks

Why the AI boom is not a dot-com redux

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

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

How this money manager is preparing for the potential for more interest rate hikes

U.S. Treasury’s US$1-trillion borrowing drive set to put banks under strain

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

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

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

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

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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

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