Guest Contributor

Seven practical strategies that financial advisors can use to cultivate trust and support their clients during uncertain times.

Cash has its place. It’s the lifeboat that keeps clients afloat in emergencies and the fuel that powers short-term goals. 

Markets have been choppy to start the year, with both the S&P 500 and Nasdaq falling on Friday on news of a hotter-than-expected U.S. jobs report #2025

Some of the turmoil we’ve already seen on financial markets is likely to continue as speculation swirls about Donald Trump’s trade policies

2025 presents more questions than answers for investors. Here are the major ones driving market anxieties #2025

Higher quality, securitized assets may be an intriguing segment of the market to potentially lower one’s risk profile  #ETF

Inform yourself about landlord and tenant laws so you know how to leverage the insights to run a successful property management business.

Digital transformation is fundamentally changing the way companies across industries and sectors operate. #digital #transformation

While many investors tend to focus on the US stock market, we think it’s worth considering some of the big players on the continent. #invest

Successful reform, however, requires both a bottom-up and top-down strategy so the parts blend into the whole. #government

With so much for investors to navigate in 2024, we look at the stock markets where passive investing outperformed active. #passive #active

The variability of the performance of stocks vs. bonds across various time periods is dramatic. So buckle up, stocks do not invariably outperform bonds.

Hopes for a more contained policy which emerged earlier in the week have been dashed, with indices sinking lower. #markets

So, why did the financial advice sector—and deVere specifically—experience such explosive growth in 2025? #growth

For firms still relying on traditional manual processes, this transformation isn't just compelling - it's urgent. #advisors #AI

How many interest rate cuts could we see in 2025 and what could it mean for bond markets and investors? Read now. #bonds

We will cover how to use EI to handle both of these subjects in a sensitive and professional manner. #EI #death

Following Trump’s win, we expect his policies to revolve around trade policy uncertainty, including higher tariffs, deregulation, and tax cuts

While these tools offer advantages, relying too heavily on them can compromise the personal judgement and expertise that make risk management effective.

While a thriving economy requires building up wealth and distributing consumption widely, these are not enough to sustain the health of a republic.

That’s where multi-agent AI steps in. And no, it’s not just another buzzword, it’s a game-changer. #AI #advisors

They can expect that any Social Security benefits they may have earned in another separate job will be reduced in retirement. #SocialSecurity

Ignoring these constraints makes private asset reported returns even less meaningful when comparing them with public assets. #alternatives

Some are asking whether this positive performance trend, and resulting strong flows into U.S. equity exchange-traded funds can continue. #ETF

While large asset owners around the world have adopted TPAs, governance and investment structures vary widely. #strategy

Here are five key reasons to consider an allocation to tax-exempt munis now. #fx #fixedincome #munis

We dig deeper into the reasons behind positive correlation across various regional markets, including the US. #markets #USA

Many of these have the potential to create tailwinds for inflation and potentially keeping rates higher for longer. #2025

To us, this seems at odds with an economy that is still growing, and an equity market close to record highs. #2025 #markets

A new leader being inaugurated in the US, the outlook is far from certain. So which funds could investors consider for 2025 and beyond? #2025

Reached a level of success that allowed them to go public. And yet, eventually, each stock certificate was worth only the paper it was printed on. #stock

From a general macro standpoint, we are likely to see corporate tax cuts, increasing tariffs, higher deficits, and easing regulations. #ESG #Trump

I was absolutely sure we’d see a generational divide with GenZ in particular being ahead of the game. #GenZ #AI

The year ahead promises significant opportunities, but also challenges, as companies adapt and position themselves for long-term growth. #strategy #2025

Why Japanese stocks may offer compelling potential for meaningful returns in 2025 and beyond. #Japan #2025

Doing right and facing the facts can be politically costly, but nothing could be more necessary now. #politics #markets

We are cautiously optimistic on asset price growth continuing in 2025 and our outlook continues to favor the U.S. over international stocks #2025 #markets

Our financial advisers reveal the topics that were top of their clients’ minds this year and how they can help. #investor #advisor

Five years on from the start of the pandemic, we take a look at how the world has changed for some of the most affected sectors.

What could be next for artificial intelligence (AI) stocks in 2025 and where are the opportunities for investors? #investing #AI

Improving fundamentals and attractive valuations may lead to better performance relative to U.S. counterparts. #Europe #USA

A focus on regions with strong economic growth and supportive reforms may help navigate opportunities and risks inherent in developing economies. #EM

Let’s look at what contributed to the Federal Reserve’s decision to cut rates in December, why markets initially reacted so negatively #markets

Before diving into the details, it’s crucial to understand what is dscr loan, as it forms the foundation of this innovative financing option. #loan

How can advisors elevate their practice from transactional interactions to becoming true CEOs of their business? #CEO #advisors

Leaders expected a recession while investors expected a bear market. We mused at the time that nothing pleased us more than pessimism

It’s made green energy more affordable globally, while securing its position as a leader in the transition to net zero. #ESG

Revealed that US pension funds are among the most vulnerable to climate change compared to other advanced economy funds.#ESG

The Magnificent Seven are set to continue to exert huge influence over Wall Street performance, given the weight of the tech giants on indices. #markets

AGF Investment Inc.’s analyst Lazar Naiker explains why space exploration and innovation are of growing interest to investors. #space