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Advisor
600 posts
Canadians love their advisors–but Gen Z and Millenials are shaking things up
Listen on The Move In this episode Mario Cianfarani, Head of Distribution at Vanguard Investments Canada joins us…
Navigating Volatility: The Case for Tactical Alpha
In today's volatile markets, alternative investments are key for diversification, resilience, and returns, but they demand expertise to navigate. Ash Lawrence, Head of AGF Capital Partners and Scott Radke, CEO and Co-CIO of New Holland Capital discuss...
The language of clients: it’s different from yours
by Nancy Fahmy, Russell Investments Executive summary: Advisors may focus on performance, fund ratings, and metrics like beta…
Value of an Advisor: T is for tax-smart planning and investing
by Rob Kuharic, Russell Investments Executive summary: When it comes to investing, it's not about how much a…
Value of an Advisor: C is for customized experience and family wealth planning
by Tina Downing, Russell Investments Executive summary: As our lives become more complicated, our goals and needs become…
Value of an Advisor: B is for Behavioral coaching
by Maria Nastasi, Russell Investments Executive summary: Humans are often led by their hearts and not their heads,…
Career Risk Traps Advisors Into Taking On Excess Risk
by Lance Roberts, RIA Financial advisors get a bad rap. Some deserve it; most don’t. The problem for…
Value of an advisor: A is for Active Rebalancing and Asset Allocation
by Nancy Fahmy, Russell Investments Executive summary: Ensuring a portfolio is actively and regularly rebalanced is one of…
Empowering women & investing: Strategies for financial professionals
by Kelsey Anderson, Russell Investments Executive summary: In support of International Women’s Day, we consider the theme of…
Vanguard's Mario Cianfarani: 3 Challenges for 2024
Listen on The Move The episode with guest Mario Cianfarani, Head of Distribution at Vanguard Canada kicks off…
What is tax-loss harvesting? It’s a way to create a tax asset.
by Rob Kuharic, Russell Investments Executive summary: Investment gains in a portfolio create value. But you can also…
Not Another Outlook
by Samuel Rines, Managing Director, Corbu LLC & Jeremy Schwartz, CFA, Global Chief Investment Officer, WisdomTree This article…
Portfolio rebalancing, Part 3: Exposure management strategies in an overlay program
by Philip Saucier, CFA, Russell Investments Executive summary: There's more to an overlay program than just cash equitization…
Year-end strategies for advisors. Will you make SANTA’s "nice" list?
by Tom Halverson, Russell Investments Executive summary: Now is the time for advisors to prepare for a strong…
Portfolio rebalancing, Part 1: The ideal rebalancing range
by Brian Causley, CFA, Russell Investments Executive summary: The ideal rebalancing range varies by investor and depends on…
Three opportunities to grow your advisory business now
by Martin Roche, Russell Investments Executive summary: Growing your advisory business takes commitment and work For those willing…
