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opinion
Risk tolerance is emotional and can’t be measured easily
Health and faith are the ‘most valuable assets’ for this widowed retiree
Increase to capital gains inclusion rate has led some business owners to re-evaluate their plans
Back-office technology upgrades present challenges, rewards for wealth managers
What happens when an advisor dies without a contingency plan?
News
Health and faith are the ‘most valuable assets’ for this widowed retiree
Increase to capital gains inclusion rate has led some business owners to re-evaluate their plans
How the federal budget’s AMT changes affect tax planning
Opportunity arises for nickel investors with claims of supply glut overblown
CRA reassessing charges for late trust filing after issuing penalties in error
Seniors scramble to manage tax impact of higher GIC returns
Stocks
Risk tolerance is emotional and can’t be measured easily
Felix Narhi
Where to look beyond the Magnificent Seven for exposure to AI
What advisors need to know about the change to T+1 trading
Why this money manager is buying Estée Lauder and trimming her energy position
Why this money manager is buying Intact and selling Choice Properties REIT
The rise of AI is showing why financial advisors remain indispensable
Lisa Kramer
ETFS
Why this money manager is venturing back into emerging markets and adding more U.S. tech
As stocks rally, what’s the right amount of cash to keep on hand?
Portfolio ex machina: How asset managers are embracing AI
Canadian bitcoin ETFs take a hit from new U.S. competition
Consumer staples offer stability, but beware of stretched valuations
How to invest in gold as it shines again
Mutual Funds
How this equity investment specialist is playing the ‘picks and shovels’ of the AI boom
Why this money manager believes ESG investing is out and impact investing is in
How three fund managers are playing the energy bull market
Caution about Canada’s private real estate sector abounds as valuations slow to adjust
Why this mid-cap money manager seeks out ‘misunderstood’ stocks
How this $36-billion money manager is finding dividend-paying winners amid higher interest rates
Your Practice
Back-office technology upgrades present challenges, rewards for wealth managers
What happens when an advisor dies without a contingency plan?
Why DIY investors are turning to financial professionals as retirement approaches
Developing a financial plan to help clients care for an aging family member
How this adviser went from being a broke, single mom to a successful entrepreneur and financial planner
What to do when a prospective client asks for a second opinion
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Funds
Despite high fees, Canadians remain perplexingly loyal to mutual funds. Here’s why
Tim Shufelt
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The 2023 Lipper Fund Award mutual fund and ETF winners
The 2023 Lipper Fund Award top mutual fund and ETF group winners
ETFs
etfs
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The 2024 Globe and Mail ETF Buyers Guide, Part Five: Canadian dividend ETFs
Portfolio ex machina: How asset managers are embracing AI
etfs
Canadian ETFs: Latest trends point to continued interest in U.S. equities
Taxes
opinion
Canadians pay the price of a baroque tax system
John Oakey
CRA reassessing charges for late trust filing after issuing penalties in error
There’s room for good financial planning - and for error - before the June 25 capital-gains tax change
Owe the tax man but can’t pay? Ignoring the problem will only make things worse
Where the CRA is focusing audit activity this year
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