The banks or boutiques: who wins in the family office?
A relatively unknown commodity in Canada as recently as five years ago, this newfangled concept is growing in stature due to the proliferation of the rich and super-rich.
ETFs aren’t nearly as popular in Canada
Canadians apparently like to pay higher fund management fees than investors in the U.S.
Never let ‘em see you sweat…the loonie’s drop
If falling oil prices have advisors scrambling for ways to shield their clients, what hedge against the loonie’s own drop have they come up?
Digital wallets: should advisors care?
With the growing popularity of Apple Pay and other digital wallets, the temptation to tap, tap, tap, is overwhelming. Is it time to sit your clients down for ‘the talk,’ no matter how experienced they are?
Well read: Do you have a Gerontologist on staff?
Merrill Lynch does, and with boomer clients spending as many as 40 years in retirement compared to 10-15 for their parents, shouldn’t you?
Are the Day Traders back?
Canadian “active trading” firm reports big pick-up in business; offering a fascinating range of new products.
Top-ranked U.S. advisor dead in wake of irregularities in personal fund
An advisor ranked 5th on the Barron’s list of top advisors has taken his own life.
Financial advisors get digital
Mackenzie Investments’ latest study indicates that financial advisors are doing a good job keeping up with the changes taking place in mobile technology. However, is it enough to prevent clients from moving assets to robo-advisors, commission-free ETF platforms, etc.? Only time will tell.
News bits from the week that was
Some of the events financial types are talking about.
Study Finds Retiring Early Can Be a Big Problem
A lack of money isn’t the only thing keeping working Canadians from enjoying their retirement. Good health, or lack thereof, forces many to retire early resulting in a potential financial mess.