New research has found that complex investment strategies in mutual funds lead to underperformance and higher fees
More cinemas, bigger populations but can JJ Abram's new Star Wars beat the original? Why a cinema $ today isn’t worth what it was in 1977 – and a pop culture demonstration for clients of the time-value of money
In an effort to grab a bigger share of the high net worth market one of Canada’s largest asset managers has introduced a new wrinkle for clients that should shake things up with its wealth management competitors
From wars to Trump’s victory at the polls and everything in between it’s important advisors keep an eye on these macro events because they will affect client portfolios
The numbers suggest there’s a very real possibility that value investors will be wading back into the bond market despite all the negativity surrounding them
Recently WP discussed the revenue multiple advisors can expect when selling their books with some taking exception to the high-end of the range but a succession planning expert explains how that’s possible
Hot on the heels of the changes to the down payment rules, new numbers suggest advisors have more work to do when it comes to debt management
Looking at the long term is how advisors need to view the current market volatility, encouraging clients to be patient for the inevitable reward
It might not be the highest quality but oil prices around the world are pushing into the 20s putting advisors further on the defensive especially when it comes to Canadian oil stocks
Only three years ago the founder of a big Canadian success story had considered an M&A deal that would have put it in the global spotlight but now the tables have sadly turned
One analyst is suggesting that a certain stock that’s been banged around the last couple of years could be ready to take flight thanks to $35 oil