Investments in alternative strategies grow with rise of volatile markets
Alternative strategies are shifting with broader industry trends, offering exposure to themes such as ESG or digital assets like cryptocurrencies
Source: theglobeandmail.com
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Secret shopper survey finds reluctance to discuss ESG with clients
While some advisors are interested in sustainability, firms may place less importance on the issue
Source: theglobeandmail.com
How this former Alberta energy executive is enjoying a fulfilling retirement in Nova Scotia
Stephen Mackisoc of Fall River, N.S., spends his days writing, walking the dogs, working out and handling household chores while his wife is at work
Source: theglobeandmail.com
Why capital gains changes have some business owners looking at IPPs
Some business owners affected by the proposed changes may consider individual pension plans as an alternative retirement planning tool
Source: theglobeandmail.com
Longevity products have role for aging Canadians, but adoption has been slow
Purpose and Guardian launched their tontine products a few years ago, but the biggest question still is how they fit into portfolios
Source: theglobeandmail.com