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Portfolio
Why this portfolio manager is betting on fixed-income and dividend-paying securities while selling tech, health care
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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
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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 divorce
Video
29:06
Eight predictions of what could be introduced in the federal budget
Stocks
Small but mighty – five reasons why small caps are set to outperform
David Barr
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
Stephen Foley
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’
Alice Ross
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
Jeff Gans
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
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The 2022 Lipper Fund Award mutual fund and ETF winners
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2023 Globe and Mail ETF Buyer’s Guide Part Four: International equity ETFs
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