North American – Advisor's Edge

Elderly population growing across the Americas, requiring policy reform: report

Mark — Tue, 09 Jul 2019 15:43:04 +0000

Retirement age, pensions and healthcare could all be impacted

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Canadians play Scrooge alongside more generous Yanks

Jean-Marc Jutras — Wed, 13 Dec 2017 16:45:41 +0000

The amount Canadians donate to charities has hit a 10-year low, a study from the Fraser Institute says. The report, Generosity in Canada and the United States: The 2017 generosity index, says Americans donated more than three times the share of income Canadians did in 2015 tax returns. Not only did Canadians give a lower […]

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The 3 trends that will affect the economy in 2017

Jean-Marc Jutras — Tue, 06 Dec 2016 14:29:01 +0000

A look at where the Canadian and U.S. economies are headed in 2017.

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Canadian M&A activity lags U.S.

Jean-Marc Jutras — Tue, 20 Oct 2015 11:26:32 +0000

So far in 2015, there have been 447 deals worth US$ 62.4 billion.

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Don’t let a good oil crisis go to waste

Jean-Marc Jutras — Fri, 16 Oct 2015 00:00:00 +0000

The downturn in oil prices is resetting business cost structures

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Venture capital activity surges in 2015

Jean-Marc Jutras — Wed, 14 Oct 2015 11:46:56 +0000

Despite concerns about global markets, investors are still considering venture capital-backed companies.

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Should you invest in these tech companies?

Jean-Marc Jutras — Wed, 23 Sep 2015 00:00:00 +0000

Here are a couple of companies that pass our criteria, one that doesn’t, and another that is unavailable publicly.

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Advisors overestimate how well they understand rich clients

Jean-Marc Jutras — Thu, 18 Jun 2015 12:05:16 +0000

76% of wealth managers say they understand the needs of younger rich clients, while only 61% of clients agree, finds a report. Read more.

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Don’t wait for succession planning to become mandatory

Jean-Marc Jutras — Wed, 27 May 2015 06:00:44 +0000

What happens when an advisor is incapacitated or dies suddenly? How will clients continue to be served without disruption?

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Canadians increasingly optimistic about financial goals

Jean-Marc Jutras — Wed, 20 May 2015 00:00:00 +0000

Canadian investors are more optimistic about reaching their financial goals (85%) than last year (81%), even though 45% are concerned about the global economy, finds a survey by Franklin Templeton.

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