But clients must be aware that there are several conditions if the assets are to be protected in the case of bankruptcy
This growing demographic has retirement needs and challenges that are unique
The market crash puts a shine on funds that offer target-date investing with high-water mark guarantees
Short-sellers are being blamed for driving down shares of financial services stocks; managers say they’re being used as scapegoats
But clients should be careful not to run afoul of the CRA’s “superficial loss” rules
Former Mulvihill employees John Simpson and Paul Meyer buy half the firm, set up own shop
Don Coxe says long-term investors should have exposure to commodities companies that produce the things the world needs
The final point-of-sale document has yet to be released, but dealers fear their concerns won’t be addressed
Expertly managed hedge fund of funds can be a stabilizing force in volatile markets
Saxon retail and institutional funds will continue to be managed by vets Howson and Tattersall