Industry News

  • Broadridgeon 17 Sep 2018 Broadridge unveils platform for meaningful client connections

    Broadridge Smart Insights is the latest addition to Broadridge’s suite of integrated wealth management products

  • Broadridgeon 17 Sep 2018 Six ways digital wealth management is reinventing the lowly workstation

    As their wealth grows, investors will look beyond robo-advisors to bionic advisors with desktops and devices that provide them with more data, insight and intelligence.

  • Broadridgeon 17 Sep 2018 The hidden cost of postponing innovation

    In the midst of this pressure on creaking legacy systems, financial leaders are faced with many questions: which battle should I wage first? Should I update systems in-house with my own team? Or should I outsource them to a technology provider? And if so, which provider is the best for us?

  • Transcendon 13 Sep 2018 Rising short rate doesn’t mean bond disaster

    Of course, everyone knows that rising interest rates are bad for bonds, right? In reality, history shows a different conclusion concerning the impact of rising interest rates on a broadly diversified bond portfolio

  • Transcendon 07 Aug 2018 Reversing the performance difference

    The difference in performance between Canadian and U.S. stocks has been pronounced over the past few years in favour of U.S. stocks but that could be about to change

  • Transcendon 04 Jul 2018 Uniquely Canadian

    Global value stocks have traditionally produced greater gains during good quarters and bigger declines through bad quarters but Canada is different in this regard than the rest of the world

  • Transcendon 06 Jun 2018 THE downside of market timing - missing out!

    Trying to avoid a bear market can come at a very steep price: missing out on further gains if you get it wrong

  • Transcendon 03 May 2018 Closing the gap

    Dividend paying stocks have been very popular with investors in recent years due to weak returns in the bond market. That picture appears to be shifting in Canada for the first time in almost a decade

  • Transcendon 24 Apr 2018 Are you a fiduciary?

    The fiduciary standard is getting a lot of attention in the United States once again as the Department of Labour’s rule requiring advisors to act in the best interests of their clients was denied by an appeals court

  • Transcendon 03 Apr 2018 Great expectations?

    Asset allocation is one of the most important decisions investors will likely make. There are a number of risk factors related to the type of investments used as well as their mix which makes determining the appropriate capital market assumptions necessary