Investments

Educating clients on ETFs

When we made the decision to incorporate ETFs as a core in our advisor business model, we knew the changes we were proposing were major. Clients weren’t yet well versed on the new instruments. They also had to struggle with new nomenclature, a new portfolio structure, transparency of fees and index-based management.

By Guy Lalonde |January 1, 2011

6 min read

Experts discuss risk

Clients witnessed risk in action in 2008, but have these lessons lingered? Risk is a layered concept. Although individual investors—even high net worth clients—acknowledge their balance sheets, do they truly recognize the forces behind them or even their own risk thresholds?

By Terri Goveia |January 1, 2011

14 min read

Looking beyond the U.S.

A fragile recovery, high unemployment and household indebtedness make America a friend in need. But as a country known more for permanent interests than friends, the U.S. is being increasingly seen as a poor choice for friendship.

By Vikram Barhat |January 1, 2011

5 min read

Financials in 2011

This past year has been interesting for financials. After the recession in 2008, bank rescues and profits led markets to recovery in 2009 as writedowns on bad loans began to slow and lending activity resumed.

By Andrew Zamfotis |January 1, 2011

3 min read