Practice

D&S: Narrowing the gap

More and more Do-It-Yourself investors are looking to ETFs to save money and increase flexibility. And it’s not just for rich clients.

By Joel Kranc |April 21, 2011

3 min read

D&S: Getting through analysis paralysis

Advisors sometimes face an uphill battle when it comes to advising clients in turbulent times. The key is a risk manager that can be part advisor and part psychologist.

By Joel Kranc |April 21, 2011

4 min read

Women a golden opportunity for advisors

Reader alert: For more information on the female market, stay tuned for our third-annual women’s issue, which will launch at Investing in You, our annual women’s conference, on May 4. When Patricia Lovett-Reid’s stepfather died two years ago, the senior vice-president of TD Waterhouse Canada thought she was going to take over her mother’s finances. […]

By Melissa Shin |April 20, 2011

3 min read

MX offers online video tutorials

Want to learn more about options trading? Montreal Exchange Inc. has launched a new educational video website, www.m-x.tv. The portal is aimed at retail investors with varying levels of knowledge, ranging from beginner to advanced. Three channels feature different learning vehicles including past Options Day seminars, webinars at all levels, and video briefs with accompanying […]

By Staff |April 15, 2011

1 min read