How to keep clients happy when markets are struggling
Senior Financial Advisor at Mandeville, Jennifer Black, talks to us about where she looks for attractive returns
RBC GAM’s mutual funds results revealed
RBC Global Asset Management releases results for RBC Funds, PH&N Funds and BlueBay Funds
How to deal with heightened market volatility
Andy Nasr, VP, Capital Markets and Investment Strategist at Sentry Investments, speaks to us about the struggles facing the modern investor
Are mutual funds about to be revamped?
We spoke to Chief investment Solutions Officer at Fiera Capital, Francois Bourdon, about a proposal that could shake up the mutual funds market
Why does the average mutual funds investor fail?
Vice President & Portfolio Manager at Dynamic Funds, Jason Gibbs, tells us about his ‘investment stew’ and why the average mutual funds investor doesn’t get close to the market
Why it’s time to guide your clients away from ‘safe’ investments
Director and Portfolio Manager at NEI Investments, Jeremy Peng, speaks to WealthProfessional.ca about how to find yield in the current environment
Why a mix of exceptional and technical is essential in a modern portfolio
How does a senior portfolio manager go about constructing a portfolio in the current environment? We sat down with Jason Mayer to find out
How to deal with the 3 types of client personality
In high-stakes situations, an advisor’s client is likely to fit into one of three personality types. But what’s the best way to deal with each?
Head of iShares: “My role models are students of the market”
We asked Warren Collier what advice he would give to young up-and-comers in the financial services industry
Protect yourself and your clients from the lurking cybercriminals
As criminals get more sophisticated in their hacking methods, the consequences of a possible cyber breach grow increasingly alarming for advisors