Portfolio construction

More than 400 advisors team up with new robo-advisor Fallback Image Decorative pattern

Industry

More than 400 advisors team up with new robo-advisor

Financial advisors at two MFDA firms now have access to Invisor CoPilot, a digital platform that can be used to offer clients portfolios made of ETFs and mutual funds. “We have already entered into agreements with some […] advisory firms and will be rolling out Invisor CoPilot to more than 400 of their advisors in […]

By Staff |May 16, 2017

1 min read

Protect clients from risky syndicated mortgages Fallback Image Decorative pattern

Industry

Protect clients from risky syndicated mortgages

These lucrative, private debt agreements for real estate projects often promise attractive annual returns

By Katie Keir |May 16, 2017

8 min read

RBC launches global real estate ETF Fallback Image Decorative pattern

Industry

RBC launches global real estate ETF

RBC Global Asset Management has launched a global real estate ETF. The RBC Quant Global Real Estate Leaders ETF (TSX:RGRE) started trading on the TSX on Tuesday with the aim of providing stable monthly income and long-term capital growth, RBC said in a release. Its management fee is 0.55%. The fund also has a U.S. […]

By Staff |May 9, 2017

1 min read

Don’t conclude today’s valuations are the top Fallback Image Decorative pattern

Economic Indicators

Don’t conclude today’s valuations are the top

Today’s high stock market valuations are an important indicator of expected returns, but advisors should be careful about concluding they’re investing at the top of the market. That point is made in a market note by Richardson GMP’s Graig Basinger, who says valuations are important for estimating future returns. “Given current elevated valuations, return expectations […]

By Staff |May 9, 2017

1 min read