Address both financial and emotional issues when talking to clients about caring for their parents
Baby boomers need help juggling their own financial priorities with the needs of their dependent children and their aging parents
Dynamic Funds creates new portfolios
Members of Generation Y are helping grey-haired baby boomers ease the transition of financial planning practices. Find out what works - and what doesn't
Drawing on the need to serve conservative investors better, Toronto-based Russell Investments Canada Ltd. has added two fixed-income oriented products to its lineup of Russell LifePoints Portfolios – all of which invest in underlying Russell funds. “We have seen investors put a lot of money into fixed-income products,” says Greg Nott, Russell Canada’s chief investment […]
Dissatisfaction in the "fairness" categories centres on the perception that regulators are too rigid in their approach
Invesco launches low-volatility ETF
Calgary-based investment-counselling firm McLean & Partners Wealth Management Ltd. has adjusted its business model since the 2008 financial crisis to assuage its high net-worth clientele. Risk management now factors highly in the firm’s focus on global investing. To oversee that focus, the firm recently appointed a new chief investment officer, Jamie Robertson. (See “People Briefs” […]
But will transaction reflect those of the past?
Sentry launches conservative fund