Fund Management 2.0

Fund Management 2.0 is the next critical stage in the evolution of an industry ripe for modernisation.

Unearthing ESG

ESG investing may have moved into the mainstream but it is not yet mature.

Portfolio First Aid

In asset management, strong performance usually results in satisfied clients. But how can asset managers keep clients happy when they are struggling to perform.

Alpha Predators

Big is not necessarily beautiful in the asset management ecosystem. In the eyes of investors, the real alpha predators are the smaller boutiques.

Red October

October stands out in stock market history owing to the fact that several large market crashes have occurred during the month. And true to form, the month of October 2018 provided us with a new entry to the stock market lexicon: Red October.

Fiduciary Standard – Mass Market Lockout?

Could new regulations in the US see mass market investors struggle to access financial advice?

A Hit To The Trust Bank

Any marketing or management executive will tell you that customer intimacy is hard to gain and easy to lose.

Trumping the Markets

The US presidential election, a political juggernaut like no other, has become a day-time TV freak show – playing to the lowest common denominator of populist politics.

Canadians Need To Take Charge Of Retirement As Population Ages

Canadians are living longer than ever. But longer lifespans are placing a greater responsibility on individuals to manage ever lengthening retirements. According to Statistics Canada seniors accounted for more than 16 per cent of the population in 2015, with that number predicted to rise to 25 per cent by 2055, a future in which more retirees compete for finite government resources.

Working Holiday

While you were out drinking and indulging over the holidays…I was (mostly) working. My travels took to me to London, Paris, St. Moritz and Venice, all of which are terrific …