Three great guides on this side of the border are Chris Turnbull’s Your Portfolio is Broken: Who’s To Blame And How To Fix It; Keith Matthews’ The Empowered Investor; and Dan Bortolotti’s MoneySense Guide To the Perfect Portfolio....
In “Your Portfolio is broken” Chris Turnbull looks at what’s wrong with the advice, investment management practices and business models in the Canadian context....
Earlier this year, I wrote a column about the tactics that some unscrupulous advisers use to extract more money from clients. Well, that column only told half the story. The truth is that clients themselves often bear part of the responsibility when their portfolios underperform....
Could your spouse take over the management of the family portfolio? I've asked investors this question many times throughout my career in the investment industry. ...
For too long, investors who buy and sell bonds in their portfolio have been under the impression that there is no cost, fee or commission applied to these trades. ...