Globe Advisor - The Globe and Mail

Six dividend stocks for bargain-hungry investors

How changes to the alternative minimum tax will affect large donors’ charitable contributions

Q3 GDP to show whether Canada is in a technical recession in this week’s Advisor Lookahead

Wealth management firms leverage advanced financial planning tools as battle for advisor talent intensifies

This money manager thinks the traditional 60-40 portfolio is too risky – here’s his alternative solution

News

How changes to the alternative minimum tax will affect large donors’ charitable contributions

Pattie Lovett-Reid

Q3 GDP to show whether Canada is in a technical recession in this week’s Advisor LookaheadVideo2:49

Wealth management firms leverage advanced financial planning tools as battle for advisor talent intensifies

How financial planning has evolved to navigate ‘different complexities’

‘Let go of your work identity’: A former nurse of 40 years on achieving a happy retirement

Why using donor-advised funds in estate planning can have the greatest impact for charitable giving

Jessica Feldman Chittley

Stocks

Six dividend stocks for bargain-hungry investors

Six stocks to benefit from the aging baby boomer trend

Geopolitical tensions, seasonal buying push gold demand higher – but is now the right time to invest?

Convertible bond issues rebound with large firms seeking to raise capital

Six consumer discretionary stocks to consider despite the economic uncertainty

High demand for U.S. blue-chip stocks leads to more CDRs – but how do they fit in portfolios?

ETFS

Is now the right time to add cryptocurrenices to investment portfolios?

Flows into fixed-income ETFs jump as investors hope interest rate hiking cycle nears end

Retail investors pile into zero-day trading options but do they understand the risks?

Reshoring ETFs offer investors exposure to deglobalization – but will this theme pay off?

What price cuts, supply and demand issues and more competition mean for EV investors

How to invest in AI for the long term

Mutual Funds

This money manager thinks the traditional 60-40 portfolio is too risky – here’s his alternative solution

Higher interest rates have investors rethinking REITs’ role as a portfolio staple

Why this $75-billion money manager is adding U.S. assets and selling Canadian banks

Why this money manager says it’s not ‘hide in the bunker time’

How this money manager returned 25 per cent over the past year – and what he’s investing in now

This money manager is bulking up on short-term bonds ahead of a ‘hard landing’ for the economy

Your Practice

This advisor learned early on never to act on a friend’s unproven stock tips

How advisors are helping employers and their employees deal with financial stress

Five ways for advisors to accommodate clients with ADHD

How advisors are engaging younger clients with fewer assets

Why advisors are using higher inflation assumptions in financial planning projections

How being a victim of investment fraud motivated this advisor to get wise with her money

Top Advisors

How top advisors are building dream teams to meet client needs

How to remain financially resilient after losing your job

Alexandra Horwood

Alternative investments can add value to portfolios but top advisors say it pays to do your homework

How to prepare for transitioning the family business

Alexandra Horwood

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

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Quant funds snap up shares in Warren Buffett’s Berkshire Hathaway

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CRA’s rate on overdue taxes will rise to 10 per cent, causing tax advisers to shift strategy

Six year-end tax planning strategies that shouldn’t be left to the last minute

CRA announces last-minute extension of underused housing tax deadline to April 30

Five mistakes self-employed people make when filing their taxes

What to consider when filing taxes yourself versus getting the help of a professional

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