Planning and Advice

SPIVA Las Vegas

The debate between the relative merits of active and passive strategies has waged for some time now. Often, it is waged with journalists and academics taking the passive side and advisors taking the active side. Now, as pretty much everyone knows, neither side has been able to score an unchallenged victory. Given that this is […]

By John De Goey |December 12, 2008

3 min read

Landed assets

Farming is a tough life, with the benefits of fresh air and being your own boss counter-balanced by a sometimes low income and the illiquidity of assets. A farmer’s net worth is almost entirely tied up in the land. At retirement that asset can typically be liquidated to fund a pretty comfortable lifestyle—but the plan […]

By Staff |December 12, 2008

7 min read

Do-Not-Call rules create silver lining

Congratulations, you’re a telemarketer. At least that’s what you are in the eyes of the newly enacted Do Not Call Legislation (DNCL). Among other things, advisors’ firms must now register with, and provide information to, the National DNCL operator before initiating a telemarketing communication. But how will this change your world? And what potential opportunities […]

By Helena Smeenk Pritchard |December 12, 2008

4 min read

Immigration nation

Canada is changing. I took my oath of citizenship two months ago, and the judge who presided over the ceremony pointed out the 83 of us assembled hailed from 67 different countries. A Brazilian man in front of me brought along a large Canadian flag and asked all of us to sign it as a […]

By Philip Porado |December 12, 2008

2 min read