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Canadians will still have to file U.S. estate tax returns even if Trump extends higher exemption amount
Active ETFs proliferate as asset managers try out new strategies
Influx of ‘top-quality products’ drives growth of alternatives adoption
Four year-end tax tips for U.S. citizens living in Canada
Why transferring wealth during a lifetime can make sense

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Canadians will still have to file U.S. estate tax returns even if Trump extends higher exemption amount

Four year-end tax tips for U.S. citizens living in Canada

Why transferring wealth during a lifetime can make sense

Stocks

With markets soaring again, advisors need to manage expectations

Gold is getting all the attention but fund managers say silver has more room to run

Read the small print: Earnings season tips for spotting red flags on financial statements

ETFS

Active ETFs proliferate as asset managers try out new strategies

Quant managers look for gains with the rise of AI and other technologies

Government stimulus and low valuations create upside for Chinese stocks

Mutual Funds

Why this money manager holds AtkinsRéalis and Chartwell, and recently sold Entegris

Another type of all-in-one investment helps simplify the job for advisors

Three underutilized and tax-effective ways for wealthy clients to donate

Alternative investments

Influx of ‘top-quality products’ drives growth of alternatives adoption

How ETFs are giving investors access to private markets

Why some advisors are turning to alternatives in tricky bond environment

Your Practice

Heading for the exits: Tips for Canadian business owners preparing for a sale

Chris Warner and Simran Arora

How much should advisors socialize with their clients?

How advice must evolve to satisfy the next generation of clients

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