HighView Blog

Over the past year, we’ve spent considerable time educating ourselves about the investment alternatives available to Canadians within Defined Contribution Pension Plans.  Having spent twenty years in the private wealth management business,...

While they’ve long existed in the U.S., Canadian investors have had access to Target Date Funds (TDFs) for less than a decade.  Those TDFs reporting to the Investment Funds Institute of Canada (IFIC) had assets of $4.1 billion at the end of...

This past Thursday (May 6th, 2010), the Odette School of Business, at the University of Windsor, hosted an evening titled, “Chasing Bernie Madoff“. Frank Casey (one of the three Foxhounds, led by Harry Markopolos), together with Gaytri...

Just in case anyone had forgotten that stock markets can go down as well as up, we were shocked back to reality this week.  But the fact that the TSX was down 4.6% on the week and the S&P 500 was down 6.4% (-3.5% in Canadian dollar terms) was...

Implementing a core Wealth Management system can be a daunting task whether it’s portfolio accounting, portfolio management, performance management, CRM, or risk management. Finding the right Project Manager can be just as challenging. Here are...

A commissioner at the U.S. Securities and Exchange Commission insists that anyone providing investment advice should be held to a fiduciary standard. In a speech to the Investment Adviser Association Annual Conference in Chicago Thursday, SEC...

There may be a trend afoot in the industry whereby mutual fund companies launch funds housing exchange-traded funds (ETFs).  The first I can recall is the now-defunct Spectrum Tactonics fund (which used technical analysis to trade ETFs) launched...

I believe that the impact of the current Goldman Sachs alleged fraud investigation that is playing-out in the media will be a catalyst for long-standing implications for private wealth management in North America. Here’s how I get...

Advisor.ca reported on my talk at the Strategy Institute Mutual Fund Point-of-Sale (POS) Summit.  The panel in which I participated focused on Product Arbitrage – the situation that results when similar products are not treated the same by...

A good friend of mine recently told me that he was changing his Investment Advisor.  When I asked about the reason(s) why, he simply stated “performance“.  When I then asked if his Investment Advisor had not measured-up against my...