HighView Blog

6 Considerations for Affluent Families Forming a Family Foundation

By Mark Barnicutt on August 28th, 2015

Many high net worth families we have worked with are grateful for the people in their lives and the opportunities they’ve been given; along with their hard work and persistence, these people and opportunities have helped shape their lives and...

Canada Is Not Alone in Demanding Investing Transparency: Comparable CRM Global Regulations

By Adam Laird on August 21st, 2015

On July 15th, 2016, CRM Phase 2 will come into effect. Investment advisors and firms will be required to disclose annual reports of charges, compensation and performance. This is a positive change for investors, who are too often left in the dark by...

Getting Value from the Investment Management Fees You Pay

By Warren Mackenzie on August 11th, 2015

A question more and more investors are asking is: “Am I getting value for the fees that I pay my investment advisor?” This is a great question, which first needs to be qualified before it can be answered. Do you actually know what your total...

Regulatory Changes Driving Changes in Custodial Preferences for Affluent Families and Institutions

By Mark Barnicutt on August 6th, 2015

In our previous article, ‘Keeping Investor Assets Safe: The Custodians Role’, we outlined the importance of having an independent custodian take safekeeping of clients’ investable assets where their portfolios are being managed by...

Get the Truth about Costs: Top 5 Questions for Investors to Ask Investment Advisors

By Mark Barnicutt on July 29th, 2015

When you are choosing an investment counsellor to manage your ongoing investments, it can be challenging to get a full picture of the costs involved. Of course, there is a fee associated with any investment firm – but what about all those other...

Investors Need More Meaningful Risk Measures

By Dan Hallett on July 22nd, 2015

The measurement and communication of risk for investment funds is high on securities regulators’ radar. They continue to review this important issue and we’re awaiting their final decision. It’s striking how many years have passed, yet the...

What Is the Impact of CRM Phase 2? [Video]

By Adam Laird on July 17th, 2015

What Is CRM Phase 2? On July 15th, 2016, investment advisors and firms will be required to disclose an annual report of charges, compensation and performance reports. A client with a portfolio of $1,000,000 will compensate the advisory parties...

Pros and Cons of Robo-Advisors: Are They Here to Stay?

By Dan Hallett on June 29th, 2015

Much has been written about newer investment advisory firms that dispense advice through user-friendly websites, called Robo-Advisors. This new breed of advisory firms offers many potential benefits but also faces many headwinds. Potential Benefits...

Debunking the Investment Industry: Relative Benchmarking

By Gary Brent on June 18th, 2015

How is your investment manager benchmarking the success of your portfolio? This is a very important question, made all the more crucial because how your portfolio’s performance is judged – the benchmark against which it is being measured – can...

The History and Background of CRM Phase 2 [Video]

By Adam Laird on June 11th, 2015

On July 15th, 2016 the Canadian financial advisory community will undergo a drastic change – a change that will shape its revenue model forever. This transformation will be a result of the implementation of the Client Relationship Model (Phase...

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