Advisor News

Investors are ‘dialling back to their true risk profiles’ but sitting in cash may not be the best option

What to do about housing affordability amid high interest rates

How an unhedged currency position can reduce volatility in portfolios

Is shifting retirement investments into safe havens a good idea?

Why market predictions fail and how to prevent falling for them

Selling or transferring a business for top dollar takes time and careful planning

How this firm’s funds outperformed traditional portfolios in 2022

How retirees can make up for an income shortfall if they’re unable to work

Why the choice between advisors and robo-advisors is more obvious in times of volatility

High-interest savings and covered-call funds made up ‘lion’s share’ of Evolve’s big asset growth

Globe Advisor’s Best of 2022: Top strategies for RRSPs and TFSAs

‘Locals can’t compete with out-of-province’ homebuyers as interprovincial migration heats up

Advisors welcome scrutiny on ESG funds but say there are still many challenges facing investors

Why Canada’s top wealth advisor is avoiding banks and consumer stocks in 2023

How to bring up estate planning with family this holiday season

How to take ‘behaviour’ out of financial decision-making

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

Why this advisor left the ultra-wealthy behind to focus on her community

Is the glass still half full for fixed income?

Does the 4-per-cent rule for retirement income withdrawals still apply in today’s market?

Advisors ‘need to build trust’ to work with influx of immigrants to Canada

How the Bank of Canada is trying to avoid ‘the worst alternative’

How rising interest rates are affecting retirement plans for those with mortgages

There’s ‘a lot of apathy’ about updating estate planning documents

Do central banks have a credibility problem?

Elevated oil prices for the ‘foreseeable future’ are creating opportunities for ‘lean’ Canadian producers

How to make charitable donations go further as inflation and interest rates rise

How Canadians can use charitable receipts to mitigate up to 75 per cent of their annual net taxes

Six mistakes people make when moving between provinces

Investment exit strategies – what to do when it’s time to sell

Potential new recruits ‘not only focusing on direct compensation’ but the work culture