At HighView Financial Group, we recognize that there are many organizations that have a fiduciary obligation for the oversight of large pools of capital entrusted to them for the benefit of others — advisory firms, family offices, foundations, endowments, private...
At HighView, we’re big fans of Tom Bradley. An industry veteran, Tom’s current focus is his no load fund company Steadyhand Mutual Funds http://www.steadyhand.com/ . Through Steadyhand, Tom is packaging his years of experience and making it available to...
Looks like the bears are beginning to come out of hibernation again. Beginning with the Goldman Sachs fiasco, followed by continuing uncertainty about the viability of the Euro as Greece debt hits the wall, equity traders have begun to head for the exits. The CBOE...
In a recent blog post, I warned that advisors may face investment, competitive and/or compliance challenges when using ETFs in a fee-based account for clients. In the May 2010 issue of Investment Executive, I took the opposite side of the issue by detailing how...
In recent months, we’ve been introduced to several Financial Advisory Firms (ie: Insurance Advisors, Financial Planners, Accountants, etc.) who refer client business to various Investment Management firms. Given the growing need for high quality, discretionary...
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, designing investment...
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 March 2010. ...
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 Kachroo (founder and...
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 not the real story. ...
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 five key “must have”...
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