Portfolio construction – Advisor's Edge https://phoenix.advisor.ca The best news source for Canadian financial advisors. Investments, financial markets, insurance, practice management, tax and estate planning Wed, 11 Oct 2023 15:27:31 +0000 en-CA hourly 1 https://wordpress.org/?v=5.9.3 https://phoenix.advisor.ca/wp-content/uploads/sites/5/2018/05/cropped-advisor-ico-32x32.png Portfolio construction – Advisor's Edge https://phoenix.advisor.ca 32 32 Identifying investment opportunities in AI https://phoenix.advisor.ca/investments/market-insights/identifying-investment-opportunities-in-ai/ Mon, 10 Jul 2023 19:30:21 +0000 https://www.advisor.ca/?p=228192 Long-term investors are likely to be rewarded, PM says

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]]> Why home bias is nothing to celebrate https://phoenix.advisor.ca/investments/market-insights/why-home-bias-is-nothing-to-celebrate/ Wed, 28 Jun 2023 17:17:52 +0000 https://www.advisor.ca/?p=227712 A report from Vanguard makes the case for less patriotic portfolios

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]]> Inflation and the 60/40 portfolio https://phoenix.advisor.ca/investments/market-insights/inflation-and-the-60-40-portfolio/ Mon, 07 Nov 2022 15:30:42 +0000 https://www.advisor.ca/?p=215912 Some good news — but mostly bad

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]]> The retirement product gap https://phoenix.advisor.ca/magazine-archives_/advisors-edge_/the-retirement-product-gap/ Mon, 07 Nov 2022 15:30:37 +0000 https://www.advisor.ca/?p=215931 Innovation is needed for retirees seeking income

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]]> Cash instruments garnering attention in volatile market https://phoenix.advisor.ca/news/etfs/cash-instruments-garnering-attention-in-volatile-market/ Wed, 12 Oct 2022 17:26:01 +0000 https://www.advisor.ca/?p=214952 ETFs built on high-interest savings accounts make sense to investors who need a place to park cash until they’re ready to invest again

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]]> Morningstar discontinuing CPMS platform at end of 2023 https://phoenix.advisor.ca/news/industry-news/morningstar-discontinuing-cpms-platform-at-end-of-2023/ Thu, 14 Jul 2022 19:35:05 +0000 https://www.advisor.ca/?p=211747 The firm will continue to collect the same data, and funds won't be affected

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]]> How to stay the course in tough markets https://phoenix.advisor.ca/investments/market-insights/how-to-stay-the-course-in-tough-markets/ Tue, 21 Jun 2022 13:00:19 +0000 https://www.advisor.ca/?p=210789 Diversification, planning and time are an advisor’s best friends when volatility strikes

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]]> How do you use ETFs in client portfolios? https://phoenix.advisor.ca/magazine-archives_/advisors-edge_/how-do-you-use-etfs-in-client-portfolios/ Mon, 14 Mar 2022 14:00:50 +0000 https://www.advisor.ca/?p=206337 We asked three advisors

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]]> Dial back expectations for market gains: panel https://phoenix.advisor.ca/investments/market-insights/dial-back-expectations-for-market-gains-panel/ Thu, 03 Feb 2022 20:01:32 +0000 https://www.advisor.ca/?p=205538 Banking, materials, energy and consumer discretionary may be good picks for 2022

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]]> Inflation lessons from history https://phoenix.advisor.ca/my-practice/conversations/inflation-lessons-from-history/ Fri, 17 Dec 2021 16:17:40 +0000 https://www.advisor.ca/?p=204185 It’s time to stress-test client portfolios

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