ETFs have gone active. What you need to know.
(June 15, 2004) Advice and managed money are on the ascendancy in the financial services industry and, according to research guru Earl Bederman, this trend isn’t likely to change soon. Bederman is president of Investor Economics, a Toronto-based firm that gathers market intelligence in the financial services industry. He presented an overview of the wealth […]
(June 10, 2004) Buy and hold is something of an axiom in the mutual fund industry. Trouble is, this strategy hasn’t worked for the last four years and it isn’t likely to work for the next 11, according to Don Vialoux. Yes, Vialoux is, dare one say it, a market timer. He thinks you ought […]
(May 7, 2004) Although he’s a staunch advocate of asset allocation, fund manager David Picton believes it is possible to add returns to portfolios by shifting the asset mix. Picton made his case for tactical asset allocation at Morningstar Canada’s “Lessons in Effective Portfolio Construction” conference in Toronto earlier this week. Picton is senior vice-president, […]
(May 6, 2004) Ena Garmaise has spent a good many years trying to perfect a fear barometer for Canadian investors. She wouldn’t call it that because there is nothing sci-fi about her work in behavioural finance or in the detailed questionnaires she designs for advisors. What she’s actually doing is giving advisors a tool to […]
(May 2003) From prospecting to product to personal freedom, the Strategy Institute’s recent Elite Advisor Summit and its lineup of industry experts offered plenty of food for thought and actionable ideas for each of the 150 or so participants in attendance. Dan Sullivan, founder and president of The Strategic Coach, an entrepreneur development company familiar […]
(May 16, 2003) Prominent business coaches frequently proclaim that the best financial advisors are ruthless about weeding out their client base. But an internal survey conducted by Standard Life suggests that top performers actually have more clients than the average advisor. Standard Life’s Best Practices study found that top advisors had, on average, a robust […]
(May 14, 2003) Want to develop your high-net-worth (HNW) client base fast? “A lot of people don’t have 30 years to build a relationship with [someone like] Ted Rogers,” says Kurt Rosentreter, so he recommends spending $10,000 a year on two accountants, an investment that will net you more wealthy clients “than you will ever […]