In a much-anticipated report, the SEC (Securities & Exchange Commission) in the United States late Friday night recommended to Congress that broker-dealers be subject to the same fiduciary standard that applies to investment advisers. This issue...
Greg Rodger and Dan Hallett of HighView Financial Group recently wrote an article on the use of bonds in institutional client portfolios, which is featured in a recent article of Benefits Canada. To view this article, please click...
I don’t make many bold predictions. But nearly a decade ago I did just that in this article. I challenged the most popular monthly income mutual fund of the day, now known as IA Clarington Canadian Income (now called IA Clarington...
HighView Financial Group, as a firm, has always held the view that the greatest value provided by quality Investment Advisors to their clients is the stewardship of their wealth. In other words, the accumulation of wealth requires patience,...
The financial media are abuzz about Goldman Sachs’ $450 million common share investment in Facebook for a tiny piece of the popular company. As I read a few reports of this latest round of financing, it occurred to me that Goldman bought...
In the Globe and Mail recently, Shirley Won screened for the best and the worst among U.S. equity funds for the decade through November 30, 2010. A couple of funds on the list struck me as worthy of further comment, which point to the need to...
Overview: The past few years in the asset management business have been very interesting. Compared to much of the 1990s and first 1/2 decade of the 21st century, investors of all types are now very sensitive to the various global economic risks...
In an April 2010 post, I wrote of the challenges advisors face when using ETFs as the product solution for constructing client portfolios. In the May 2010 issue of Investment Executive, I turned around and touched on advisors’ potential...
There is an interesting dichotomy at play today in retail investment circles. Individual (i.e. retail) investors are clamouring for bonds and bond funds since the wounds from the 2007-09 bear market remain fresh while bonds have been a haven. ...
In the December issue of Investment Executive, I wrote about synthetic bond funds. I couldn’t mention them by name in that article, but I used a couple of new Franklin Templeton synthetic bond funds to illustrate that not all new products of...
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