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By Mark Barnicutt, MBA, CFA At HighView Financial Group, we recognize that there are many organizations that have a fiduciary obligation for the oversight of large pools of capital entrusted to them for the benefit of others — advisory firms, family offices, foundations, endowments, private pension plans and asset managers to name but a few. We … By Mark Barnicutt, MBA, CFA At HighView Financial Group, we recognize that an aging population of increasingly affluent investors is seeking a broader range of specialized investment solutions. At the same time, the array of investment options available to investors today is virtually limitless: stocks, bonds, mutual fund, pool fund, hedge product, structured products, private equity, … By John Platt, AIF At HighView, we’re big fans of Tom Bradley. An industry veteran, Tom’s current focus is his no load fund company Steadyhand Mutual Funds http://www.steadyhand.com/ . Through Steadyhand, Tom is packaging his years of experience and making it available to all investors. What he has created is different. It’s plain and simple, very transparent … By Mark Barnicutt, MBA, CFA Of the 5,500+ mutual funds currently avaiable in Canada today, almost all are run by smart people telling a good story. That said, we know you are tired of big promises from product manufacturers that eventually disappoint your clients. We know that despite an almost limitless choice of investment solutions, access … By Mark Barnicutt, MBA, CFA With the recent increased volatility of global capital markets, we believe that it’s important for Advisors to remain focused upon the “Portfolio Management Basics” with their investor clients. The article that we wrote in October 2008 — Back To The Future: 12 Portfolio Management Principles To Survive The Current Bear … By Mark Barnicutt, MBA, CFA At HighView Financial Group, we recognize that an aging population of increasingly affluent investors is seeking a broader range of specialized investment solutions. At the same time, the array of investment options available to Advisory firms today is virtually limitless: stocks, bonds, mutual fund, pool fund, hedge product, structured products, private … By Mark Barnicutt, MBA, CFA We believe that Mutual Fund Dealers are currently facing the same set of pricing competitive pressures that faced Investment Dealers (ie: IIROC) during the mid/late 1980s. Specifically, it was during the mid/late 1980s that discount brokerage firms first started to emerge in Canada. The idea was based upon the need for … By Chris Page Looks like the bears are beginning to come out of hibernation again. Beginning with the Goldman Sachs fiasco, followed by continuing uncertainty about the viability of the Euro as Greece debt hits the wall, equity traders have begun to head for the exits. The CBOE Put/Call ratio is a contrarian indicator gauging the … By Don Stuart, BComm. (Finance), CFA, Investment Manager, Advisor Liaison and Client Advocate, Dixon Mitchell Investment Counsel Following a nearly uninterrupted ascent from the depths of March 2009, global equity markets have reversed course to the downside as we approach the midpoint of 2010. Though the current slide was ignited by the financial woes of Greece … By Dan Hallett, CFA, CFP In a recent blog post, I warned that advisors may face investment, competitive and/or compliance challenges when using ETFs in a fee-based account for clients. In the May 2010 issue of Investment Executive, I took the opposite side of the issue by detailing how diligent advisors can add value to …   ----------------------- |
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