What investors can expect in 2025
Uncertain policy backdrop, divergence among central banks and risk of re-emerging inflation are forecast to shape the investing landscape
Uncertain policy backdrop, divergence among central banks and risk of re-emerging inflation are forecast to shape the investing landscape
Here’s your helpful guide to advising clients on a complex estate sales process
High valuations and market concentration are headwinds for future returns
The strategy provides a low-cost method to pursue superior returns over the long run
Financial advisors can address property challenges, encourage clarity in wills
Capitalize on opportunities in bonds, the energy transition and innovation
Optional returns may reduce or eliminate your client’s taxes
Advisors can play a key role by educating clients about the historic — not hyped — investment opportunities
Here are seven steps for advisors
Bank of Canada and the Fed strive to keep inflation at bay without tipping the economy into recession
These five strategies enhance tax efficiency in non-registered accounts
The time is ripe for investors to add these funds to their portfolios
Ensure an equitable estate distribution among beneficiaries who received earlier gifts and advances
Market changes and research support a momentum strategy
Advisors can help clients avoid potential complications
Drive returns for clients with fixed income, the energy transition and innovative companies
Defensively constructed portfolios can outperform in the long run
In a client scenario, an advisor fails to plan for an estate’s tax liabilities
Advisors can help reduce inflation’s impact
New guidance will target responsibilities of insurers, MGAs, and identify suitability requirements for life agents
Here are six ways to manage the challenge
Amid automatic tax filing, a proactive approach is required
Balanced portfolios favouring bonds will help investors ride out economic uncertainty
Consider these three implications for client portfolios