A portfolio manager shares his experience
The standard withdrawal rate no longer holds. Here’s why
When modern portfolio theory fails your clients
Keep an eye on companies that no longer exhibit the fundamental drivers that led you to purchase them in the first place.
When crafting a client’s portfolio, have a contingency plan: funds can’t always remain with clients over the long term, perhaps for tax or strategy reasons, and sometimes they terminate. Aside from termination, a fund can no longer be suitable when its strategy and risk level changes, or when it merges with another product, says Peter […]
Whether you hold a company or not, there are times when it’s advantageous to consider adding exposure.
Before fees, probably not. After fees, definitely not
National Bank Investments is reducing its administration fees, management fees and trailing commissions on certain Meritage Portfolios, effective April 1, 2017. Read: What do you do to make fees more transparent? Administration fee reductions The administration fees for the following Meritage Portfolios will be reduced as indicated in the table below. Portfolios and series Current […]
PMs strategize to break up and make up with investments
You know the signs: she won't return your phone calls and keeps cancelling meetings