The shortcomings of Target Date Funds
While they've long existed in the U.S., Canadian investors have had access to Target Date Funds (TDFs) for less than…
14 years ago
HighView Blog
Odette School of Business Hosts Event: Chasing Bernie Madoff
This past Thursday (May 6th, 2010), the Odette School of Business, at the University of Windsor, hosted an evening titled,…
14 years ago
The Roller Coaster Returns
Just in case anyone had forgotten that stock markets can go down as well as up, we were shocked back…
14 years ago
Project Manager “Must Haves”: Choosing the right PM for a Successful Wealth Management System Implementation
Implementing a core Wealth Management system can be a daunting task whether it’s portfolio accounting, portfolio management, performance management, CRM,…
14 years ago
Fiduciary Standards Would Protect US Investors: SEC Commissioner
A commissioner at the U.S. Securities and Exchange Commission insists that anyone providing investment advice should be held to a…
14 years ago
No free lunch with ETFs, unless you’re a disciplined DIY investor
There may be a trend afoot in the industry whereby mutual fund companies launch funds housing exchange-traded funds (ETFs). The first…
14 years ago
The Goldman Sachs Impact On Private Wealth Management
I believe that the impact of the current Goldman Sachs alleged fraud investigation that is playing-out in the media will…
14 years ago
Mutual fund Point of Sale initiative
Advisor.ca reported on my talk at the Strategy Institute Mutual Fund Point-of-Sale (POS) Summit. The panel in which I participated focused…
14 years ago
Investment Policy Statements For Families
A good friend of mine recently told me that he was changing his Investment Advisor. When I asked about the…
14 years ago
"Canada’s pension funds: stronger returns, at a cost" (G&M April 5, 2010)
This Globe and Mail article speaks to how the performance of Canada's public pension funds are significantly outperforming their peers…
14 years ago