Skip to main content
Advisor Insights
Globe Advisor

Advisor Insights


article image

Five tips for advisors: How to seamlessly sell a book of business

Set a timeline, create a transition plan and then stick to it, experienced wealth advisors say.

article image

How women manage wealth and thrive at male-dominated advisory firms

Determination – that’s the key to success in an industry has made little room for women in the past or their style of money management

article image

Advisors with a human touch make themselves stand out

Financial planners can go the ‘double-double route' without asking many questions, or they can develop a trusted relationship with their clients

article image

As tech changes the insurance industry, what should investors look for?

Investing experts examine the insurance sector and recommend companies that are leading the way with new technologies.

article image

Five financial tips for millennials in line for a large inheritance

Consider working with an advisor beforehand to manage your own finances, and then create a plan to incorporate larger sums of money or assets .

article image

Summertime portfolio checkup: Stick with a pro, or go DIY?

Evaluate whether you should go it alone, seek professional portfolio advice, or choose a combination of the two.

article image

How to grow your TFSA: Tips from financial bloggers to fatten your account

Some investors deploy risky strategies to try to hit home runs within their TFSAs. But most are content to build wealth systematically.

article image

There’s a smart way to shut down the bank of mom and dad

Why retirees should set limits on financial largess with family.

article image

Black gold: Six stocks to play higher oil prices

With the recent pullback among oil names, we asked three energy fund managers to pick stocks that offer opportunity.

article image

Still want to ride the cannabis boom? Six bets to play the green gold rush

As the budding pot industry takes shape, three fund experts pick cannabis stocks that could prove rewarding

article image

Six stocks that capitalize on the growing influence of millennials

These companies cater to the food, travel and entertainment preferences of this cohort, portfolio managers say.

article image

Will interest rates keep rising? How to successfully ladder GICs and bonds

Investors should build a ladder that extends five years or less, not longer, advisors say.

article image

Don’t slam on the brakes – keep active and ease into retirement

After Ken Ogilvie left his job, he became a consultant and just published his first mystery novel. He sees retirement as a gradual transition toward new interests as he keeps fit and grows.

article image

Four reasons to work past retirement age

There are advantages to working past the traditional retirement age – it needn’t be an all or nothing affair.

article image

How to help financial planning clients avoid ‘lifestyle creep'

You just got a big raise and would like to move into a nicer place or buy a better car. An advisor can explain the deeper connection to building wealth beyond the immediate rewards of spending.

article image

Six actively managed ETFs with upside potential

Investing in exchange-traded funds (ETFs) once meant a passive index-tracking strategy, but now there is a new generation of kids on the block..

article image

No stomach for see-saw trading? Focus instead on a financial plan

Recent ups and downs of the market may have many investors frozen in fear.

article image

Six steady stocks with upside potential

While exciting investments – tech and marijuana companies, for example – have provided dramatic returns, research demonstrates that stocks with low volatility and modest but steady growth generally outperform growth stocks in the long run.