This month’s Faceoff is all about what clients need to save for retirement. Mary Chan and Janet Freedman are the featured participants.
Studies say female investors are more risk-averse than men. But how accurate are the findings today?
Even though it looks like the market has recovered from the 2008 losses, the experience is not exactly a distant memory for most clients. Some haven’t blinked an eye but others have realized that preserving assets is more important to them than they originally thought. This year’s fund data tells the story. Millions sit in […]
Welcome to Faceoff, featuring a discussion from two advisors on a hot-button topic. This month, here’s some perspective on what clients need to save for retirement. Moderated by Deanne Gage Participants: Mary Chan: Principal, Edward Jones, Mississauga, Ont. Janet Freedman: President, Finance Matters, Toronto. How much is enough? Mary: At Edward Jones, we look at […]
Welcome to FaceOff a feature that spotlights a discussion from two advisors on a hot-button topic. This month, we hear from opposite ends of the country about how advisors are paid and whether fees and commissions are scrutinized fairly. Originally moderated by Deanne Gage Participants: Brad Brain, registered financial planner, Brad Brain Financial Planning, Fort […]
Welcome to FaceOff which features a discussion from two advisors on a hot-button topic. This month, we hear from opposite ends of the country about how advisors are paid and whether fees and commissions are scrutinized fairly. Originally moderated by Deanne Gage Participants: Brad Brain, registered financial planner, Brad Brain Financial Planning, Fort St. John, […]
One of the best parts of this job is the complimentary advice I’ve received from readers like you. I’d like to share some of the philosophies that have truly made a difference for me—especially given the current downturn. 1. You can’t have it all. Decide what is truly important to you. When my husband and […]
If you are still revisiting risk management strategies for your client portfolios given last year’s downturn, look no further than the institutional side of the business for best practices. “The last 12 months have probably served to undermind the traditional thinkings of asset allocation,” says Michael Cooke, vice-president of alternative strategies for Invesco Trimark. Cooke […]
I don’t know about you but I’m tired of reading about rogue “advisors” like Earl Jones. And I’m especially tired of hearing the victims’ sob stories about his dapper looks and sophistication. How he was like one of the family. Cue the violins. Fault has been placed on these poseur advisors, as it should be. […]
Welcome to FaceOff which features a discussion from two advisors on a hot-button topic. This month, we hear from opposite ends of the country about how advisors are paid and whether fees and commissions are scrutinized fairly. Originally moderated by Deanne Gage Participants: Brad Brain, registered financial planner, Brad Brain Financial Planning, Fort St. John, […]