{"id":1688,"date":"2024-06-19T08:31:34","date_gmt":"2024-06-19T08:31:34","guid":{"rendered":"https:\/\/financeify.ca\/?p=1688"},"modified":"2024-06-19T08:31:34","modified_gmt":"2024-06-19T08:31:34","slug":"boutique-bait-tested-in-mid-february-on-advisors-edge","status":"publish","type":"post","link":"https:\/\/financeify.ca\/index.php\/2024\/06\/19\/boutique-bait-tested-in-mid-february-on-advisors-edge\/","title":{"rendered":"Boutique bait tested in mid-February on Advisor’s Edge"},"content":{"rendered":"

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(February 13, 2004) Freeing yourself from limitations, choosing your own path and heading out onto the open road has a certain mystique to it.<\/p>\n

Following in the footsteps of an era where \u201cbigger is better\u201d was the business mantra, many top advisors are choosing to move away from a bank-based practice and chart a course with their own boutique firm. <\/p>\n

\u201cConsolidation is still a hot topic in financial planning circles, but stockbrokers seem to be going the opposite route,\u201d says Scot Blythe, investing editor at Investing Advisor’s Edge<\/i>. “Most independent dealers were bought out by banks in the 1990s. Now independents are coming back.” <\/p>\n

In his cover story for the February issue, \u201c Advisor’s Edge<\/i>Blythe is examining this trend as big-book investment advisors take a more personal approach to their clients.<\/p>\n

\u201cThey find that banks have a cookie-cutter approach to customer service and products,\u201d Blythe says. \u201cFurthermore, banks are simply too sluggish. Some top brokers want to regain the personal touch in a smaller, highly concentrated firm. It’s about control, but also about culture.<\/p>\n

Also in the February issue titled Advisor’s Edge<\/i> concludes his RRSP Survival Guide with a fourth section titled \u201cOpen Dialogue.\u201d<\/p>\n

\u201cIt focuses on the fact that RRSPs are just one part of the investing puzzle,\u201d says Deanne Gage, editor-in-chief Advisor’s Edge<\/i>. \u201cRRSP season is a chance to revisit the entire portfolio \u2013 other assets a client may have in unregistered accounts. This is an opportunity to introduce new assets, perhaps investments they haven’t previously considered, such as segregated funds.<\/p>\n

Titled \u201cGuaranteed Contracts,\u201d the article examines seg funds and whether they might be the right product for clients who have decided that the rollercoaster of equity markets is not for them. <\/p>\n

\u201cThey just want something safe, something that gives them a guarantee \u2013 they don’t mind paying higher management costs for that product, but they can rest easy,\u201d Gage says. <\/p>\n

There is also an article on whether certain investments should be held in an RSP or in a non-registered account, based on various scenarios. <\/p>\n

\u201cHot Property\u201d is an article by Geoff Kirbyson that examines the movement of investors in the real estate market. Is this just another bubble waiting to burst? \u2013 asks the author.<\/p>\n

\u201cThere is no doubt that we are seeing a boom in the real estate market right now, and perhaps people who may have been withdrawn from the stock market or investing in traditional mutual funds could be encouraged to invest in real estate and real estate investment trusts (REITs),\u201d says Gage. \u201cThis article does a good job of explaining the nuances of REITS, what type of clients should consider them, and the pitfalls associated with them.\u201d<\/p>\n

Submitted by Steven Lamb, Advisor.ca, steven.lamb@advisor.rogers.com <\/i><\/p>\n

(13\/02\/04)<\/i><\/p>\n

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Following in the footsteps of an era where \u201cbigger is better\u201d was the business mantra, many top advisors are choosing to move away from a bank-based practice and chart a course […]<\/p>\n","protected":false},"author":1,"featured_media":1689,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[18],"tags":[411,904,903,907,906,905],"class_list":{"0":"post-1688","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-seg-fund-investments","8":"tag-advisors","9":"tag-bait","10":"tag-boutique","11":"tag-edge","12":"tag-midfebruary","13":"tag-tested"},"aioseo_notices":[],"yoast_head":"\nBoutique bait tested in mid-February on Advisor's Edge - Financeify<\/title>\n<meta name=\"description\" content=\"(February 13, 2004) Freeing yourself from limitations, choosing your own path and heading out onto the open road has a certain mystique to it. 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