The Surprising Truth About CIBC’s Best Mutual Funds
#AdvisorsIt’s easy to imagine CIBC’s financial advisors recommending their firm’s actively managed funds. They charge higher fees than their indexed, passively managed products.…
Offshore Pension Battle Petition
#Advisors #Expat InvestingImage courtesy of pixabay.com Imagine a financial advisor convincing you to buy an investment. You do so, based on fancy charts and promises. But they…
How Do Fidelity's Mutual Funds Stack Up?
#Advisors #InvestingFinancial companies get a bit testy when I compare their mutual funds with indexes (if my email inbox is any indication). But it’s still worth…
Putting Canadian Mutual Funds To The Test
#Advisors #InvestingThomas Edison was dubbed a wizard when he created the electric light bulb. The Wright Brothers became American icons when they flew the first airplane. But…
Friends Provident International Faces A Cold Reception
#Advisors #Expat InvestingLast week, I received a phone call at work. “One of your friends gave me your name and number,” the caller said. “I can help you…
Does International Financial Services (Singapore) Flog Friends Provident Products?
#Advisors #Expat InvestingIt’s tough for expatriates to differentiate between high cost and low cost financial advisors. Some low cost ones exist, including Noto Financial Services [https://andrewhallam.…
What Makes A Great, Expatriate Financial Advisor?
#AdvisorsPerception is everything. In my view, a great financial advisor is someone who cares deeply for clients. He or she provides an ongoing fiduciary standard of…
How I Failed A Hedge Fund Manager
#Children #Investing #AdvisorsMany of my graduating high school students eventually land careers in finance. That’s where the money is. I live in Singapore, one of the world’…
Royal Skandia...On The List of Legal Corruption?
#Advisors #Expat InvestingThe stories of heartache continue rolling in from investors feeling duped by groups like Friends Provident, Zurich International and Generali Vision. But it wouldn’t be…
Zurich International, Friends Provident and Generali Vision Have Costly Kissing Cousins
#Advisors #Expat InvestingMore stories about exploited expatriate investors are starting to hit the news. Here’s another shocker from the South China Morning Post [http://www.scmp.com/…