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Advisors

WealthBar -- Index Funds For Canadian Expats

#Advisors #Expat Investing

There’s a new investment firm on the block called WealthBar. And it’s going to help Canadian expats. For years, Canadians overseas have had just…

Andrew Hallam

Marc Ikels -- Singapore

#Advisors #Expat Investing

Why Marc Ikels Could Be Singapore’s Best Financial Advisor “I had a choice between the in-flight entertainment system, and the live entertainment,” says financial advisor…

Andrew Hallam

Why American Expats Overseas Should Invest With AssetBuilder

#Advisors #Expat Investing

Image courtesy of Pixabay I’ve been readingScott Burns [http://en.wikipedia.org/wiki/Scott_Burns_%28newspaper_columnist%29]‘s articles for years.He’s one…

Andrew Hallam

Why Canada's Mutual Fund Managers Could Simply Be Bummed

#Investing #Advisors

Canada’s mutual fund managers could be depressed. And why wouldn’t they be? The money they manage gets throttled by index funds. Psychologically, how could…

Andrew Hallam

In Defence of Advisors Who Sell Variable Annuities

#Advisors

“How could my financial advisor have done this to me?” Many ask this question after they buy a variable annuity. You’ve heard that most of…

Andrew Hallam

What To Do If Zurich International Holds Your Money Ransom

#Advisors #Expat Investing

Recently, I received an email from a British couple. They had invested in a Zurich International Vista plan. These are extraordinarily profitable for a salesperson to…

Andrew Hallam

Unusual index fund company avoids typical tactics

#Advisors

[http://www.theglobeandmail.com/globe-investor/investment-ideas/strategy-lab/index-investing/unusual-index-fund-company-avoids-typical-tactics/article19938774/] Six years ago, Montreal-based financial adviser Sonny Wadera packed his bags for Texas. He wasn’t…

Andrew Hallam

Does International Financial Services (Singapore) Flog Friends Provident Products?

#Advisors #Expat Investing

It’s getting tougher for expatriates to trust financial advisors—and that’s a shame. Some good ones exist, including Noto Financial Services [https://andrewhallam.com/…

Andrew Hallam

Manulife's Funds Versus Index Funds

#Advisors #Investing

I’m continuing my Globe and Mail series, comparing Canada’s actively managed fund companies’ products versus inexpensive index funds. Based on personal emails, I’m…

Andrew Hallam

Offshore Pension Investor Does The Impossible

#Advisors #Expat Investing

Image courtesy of pixabay.com We know that advisors love selling offshore pensions to expatriates. And why wouldn’t they?  Commissions pay a killing. Purchasing such…

Andrew Hallam