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.
If you have clients with cross-jurisdictional tax ties, there are a few ways to lower their obligations.
It's a good day to get back into the markets.
A great advisor is empathetic, but there’s such a thing as too much compassion.
Portfolio manager Sukyong Yang will wait for her picks to flourish
Interest rate guru James Grant is disgusted with the Fed.
The status quo is better for markets, says Craig Porter of Front Street Capital. In his view, an Obama victory would help reassure investors.
A report out of the University of Calgary says the way financial services are taxed could cause clients to pick the wrong products.
Pershing’s Canadian debut stoked fears the trading heavyweight’s wide array of services will cause the advice channel to fragment, since advisors can now break away from traditional full-service brokerages.
Interest rates are low, the stock market is volatile, and inflation is strong. As a result, boomers face many threats when it comes to their investments.
I wouldn’t want to be a Barclays advisor. Even before the LIBOR scandal, the embattled bank was accused of money laundering, tax avoidance and conflicts of interest.