Complications abound, so be careful
Budget 2014 enhanced advantages of the Ecological Gifts Program
Your client may qualify for exceptions to IRS rules
Avoiding them can be key to outperformance
For the first time, gains by trusteed employer pension plans outstripped shares on the TSX.
Real estate appeals to many clients
Former Republican Congressman Eric Cantor is joining investment bank Moelis & Co. as vice chairman and managing director.
Michael Burns assumes the role of chair, succeeding Gary Ostoich, a founding member of AIMA Canada who has served as chair since 2009.
ETFs make it easier for advisors to investigate frontier markets for untapped market exposures. But our research suggests such markets may convey more risks than benefits.
In June, hedge funds attracted investors. But the story's changed in July.