Financial Advice & Planning News & Resources

We have legitimacy in pot space, says Horizons

ETFs

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TD launches two new alternative-investment offerings
Available to accredited investor clients, the funds provide access to specialized expertise in alternative assets
Evolve buoyed by launching pot world first
Executive says beating Horizons to market is ‘gratifying’ but that the two firms represent very different approaches
How new fund offers security and income
Want more than fixed income provides? Scaling back equity exposure? Private debt company explains why US middle market could be the answer
The pitfalls of private real-estate investing
Touted as a portfolio diversifier, private-equity exposure to real estate investment comes with important risks
Building a retirement portfolio for low-interest-rate times
Retirees must look beyond cash and other relatively safe sources of investment income
Ontario’s proposed reforms could ease estate administration
Changes proposed in the province’s budget could lead to reduced fees and easier filing down the road
Why it’s time to return to 'first principles'
Franklin Templeton PM explains why he trimmed into recent rally and what new global funds of ETFs can offer investors
Early stage adults say they need money guidance
Study reveals that financial independence is the top priority for young people aged between 18 and 34
Canadian confidence renewed on pot, US and emerging markets
Performance gains across 10 out of 14 asset classes have prompted bullishness among investors and advisors

Business Strategy How unexpected tools can make your organization more productive
Improving company performance can have massive benefits, whether you’re a small business, a solopreneur, or you work in a huge global organization
Business Strategy Excellence is obsolete: redefining the standard for success
"Something deep in the human heart breaks at the thought of a life of mediocrity." - C. S. Lewis
Business Strategy How to be more productive by scheduling fun first
The science behind slacking off
Business Strategy How (properly) wasting time at work increases productivity
Our workaholic culture and the business epidemic tend to villainize time-wasting behaviours during work — like leisurely lunches and web browsing — but research proves that breaks can enhance your performance, on many levels

Industry news

Provisus Wealth Management Understanding the Costs of ETFs and PTFs

Most investors know that passive Exchange Traded Funds (ETFs) are low cost investment vehicles, correct? Well, almost right!

Provisus Wealth Management Justify Your Fees

Fees have become a hot topic with increased transparency and pressure from low-cost digital advice platforms. However some advisors are still not adequately prepared and fear the fee discussion with their clients.

Broadridge Annual Market Review: 2018

A recap of last year’s market with insights for what is on the horizon in 2019

Provisus Wealth Management On the way up, again

Many investors are unimpressed by this recovery because so many bailed out in 2008 and only started to drift back into stocks as last year's volatility kicked into high gear

Current issue

Wealth Professional 7.03

As advisors increasingly turn to alternative investments to reduce risk and generate returns amid market volatility, WPC examines seven of the most popular alternative strategies out there

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