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Where to look beyond the Magnificent Seven for exposure to AI
What a U.S. ruling on net investment income tax could mean for Canadian dual citizens
How Ottawa’s hike to capital gains inclusion rate affects trusts
How three fund managers are playing the energy bull market
Advisors seize federal budget opportunity to educate and engage Canadians
News
What a U.S. ruling on net investment income tax could mean for Canadian dual citizens
How Ottawa’s hike to capital gains inclusion rate affects trusts
Why Ottawa is investing to provide financial advice for low-income Canadians
How snowbirds who nest in the U.S. can avoid tax-related complications
Federal budget 2024: What advisors and their clients need to know
Video
33:59
Advisors rush to revamp tax strategies after Ottawa’s surprise change to the capital gains inclusion rate
Stocks
Where to look beyond the Magnificent Seven for exposure to AI
What advisors need to know about the change to T+1 trading
Why this money manager is buying Estée Lauder and trimming her energy position
Why this money manager is buying Intact and selling Choice Properties REIT
The rise of AI is showing why financial advisors remain indispensable
Lisa Kramer
Tech stock rally has advisors weighing growth versus dividend strategies for investors
ETFS
Why this money manager is venturing back into emerging markets and adding more U.S. tech
As stocks rally, what’s the right amount of cash to keep on hand?
Portfolio ex machina: How asset managers are embracing AI
Canadian bitcoin ETFs take a hit from new U.S. competition
Consumer staples offer stability, but beware of stretched valuations
How to invest in gold as it shines again
Mutual Funds
How three fund managers are playing the energy bull market
Caution about Canada’s private real estate sector abounds as valuations slow to adjust
Why this mid-cap money manager seeks out ‘misunderstood’ stocks
How this $36-billion money manager is finding dividend-paying winners amid higher interest rates
Alternative strategies find a home in investors’ portfolios
Why this multi-billion dollar money manager is buying Kinaxis and selling Oracle
Your Practice
Advisors seize federal budget opportunity to educate and engage Canadians
Hybrid advice creates opportunities, but also client retention problems
The secret to career success is to ‘pick a lane and stick to it,’ this adviser says
How establishing work-life balance can make for better advisors
Why younger retirees who need to access their retirement savings should set up a RRIF
Childhood hardship put this advisor on a path to financial independence
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