Opinion

How many clients have you been in touch with?

Advisor explains three ideas to help you keep in touch with clients and alleviate stress load

How many clients have you been in touch with?

A target on American clients in Canada

With the J5 task force set up to fight tax evasion and identify imperfect filings, U.S. citizens and Green Card holders in Canada need advisors' help now

A target on American clients in Canada

Why have I lost money on my bond funds and ETFs?

Fixed income expert on how COVID-19 has affected liquidity premium and why a recovery is a matter of time

Why have I lost money on my bond funds and ETFs?

Setting the record straight on ETFs

Ill-judged mudslinging against ETFs has resurfaced, says CIO, who tells WP he is shocked at the level of misunderstanding in the investment community

Setting the record straight on ETFs

Seven strategies to get clients to act

Is doing nothing really the best move? Advisor provides tips on getting people to take action in this downturn

Seven strategies to get clients to act

COVID-19 spoiler alert: this too shall pass

Portfolio manager believes true investment conviction is found during moments of hardship, not when things look rosy

COVID-19 spoiler alert: this too shall pass