Melissa Shin is Editorial Director of Advisor’s Edge. Read her biography here and email her at mshin@newcom.ca.
Melissa Shin is Editorial Director of Advisor’s Edge. Read her biography here and email her at mshin@newcom.ca.
Jim Sanderson digs into his geologist past to carve a niche.
Monitor trading frequency in clients’ portfolios.
Benchmark-oriented active managers will fall behind.
Will your heirs inherit the way you planned?
Since fees drag on returns, minimize them for clients.
Rebalancing can help investors tap into alpha, but people can overdo it.
Ultra-low interest rates limit choices for conservative investors. Sure, they could move into riskier investments they may not be able to stomach, pay a premium to be in a guaranteed product, or simply accept they won’t keep up with inflation. None of those options has mass appeal.
Manulife Financial is releasing a new UL product next month, and says it has the industry’s lowest average investment fees.
Sticking to buying and holding robs investors of alpha.
If you’re not sure how much a funeral actually costs, you’re not alone. Deal with the difficult choices now and put your mind at ease.