Oil rut places advisors at a crossroads
New – gloomier – analysis on the future of North American oil may lead to a sea-change in advisor thinking on energy weightings
Advisors love their work… but!
Like most professions there are certain parts of the job that wear thin after a while and financial advisors are no different
The things that drive advisors crazy
While research suggests financial advisors have one of the most rewarding careers anywhere, here’s a shortlist of the things that get under their skin
Advisors correct pivotal error in financial planning
Advisors are pointing to a fatal flaw in deciding to ditch all they’ve been taught about calculating postretirement needs
The end of the bull market
While new information from one of the world’s biggest asset managers suggests the bull market is coming to an end, a growing number of Canadian advisors argue otherwise.
‘TFSA’ name leading Canadians astray
If one B.C. advisor had her way, the TFSA would get a name change – thereby solving one of the biggest problems facing this generally misunderstood retirement product.
‘Safe harbour’ funds unnecessary
Stats show seg funds are gaining popularity with skittish clients on the insurance side, but mutual fund guys are shooting holes in that thinking.