Viewpoints by Manulife Wealth, at Manulife Wealth
Manulife Wealth is comprised of two firms to help you make financial decisions. Manulife Wealth Inc. an investment and mutual fund dealer offering customized wealth management solutions including investment management; and Manulife Wealth Insurance Services Inc. a life insurance agency providing a variety of protection and estate planning solutions to meet the needs of Canadians.
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Understanding TCR and the value of advice
Determining the value of a service can be a tricky issue. It’s natural to want to pay as little as possible for something but when that service provides value and helps you on the path to achieving important goals, it can be well worth the money.
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How to understand fund fees
Under new total cost reporting (TCR) rules, clients will see a more comprehensive view of the fees they pay for investment services, including for management of mutual funds and ETFs. It’s important to understand the various individual fees involved.
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Email fraud prevention: what every financial advisor needs to know about cybersecurity
Email fraud often mimics routine client requests. Advisors can detect phishing, verify instructions, and prevent losses with careful checks and phone confirmation.
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How financial advisors can prevent fraud when data is currency
Tips for financial advisors to help prevent fraud, protect client data, and support cybersecurity awareness in wealth management.
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The value of financial planning
Financial planning is key to achieving long-term financial stability, regardless of your net worth. It involves setting goals, identifying risks, and creating strategies to manage your assets and obligations effectively. Here are 10 ways financial planning can help you navigate life’s uncertainties with confidence and clarity.
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How to protect your clients from financial fraud
Financial fraud is a growing problem for clients. Here are some red flags for advisors to look for and tips for how they can help their clients avoid being caught in a scam.
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The advantage of active fixed-income management
Learn more about the potential benefits of active fixed-income ETFs and why they are gaining popularity with investors amid market volatility.
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How to navigate your first home purchase
With the stakes so high, it’s important to approach a first home purchase with careful planning and a good understanding of up-front costs, insurance, and affordability concerns.
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Rolling returns: a better approach to evaluating investment performance?
Investment performance is often measured by calendar year returns. Learn how rolling returns can offer a more accurate and insightful view of performance.
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Women’s wealth is growing: advisors need to keep pace
Women control more wealth than ever, and are poised to control even more. Despite this, they are frequently underserved by a financial services industry that has long been run by, and for, men. Advisors need to adjust their approach to seize the challenge and opportunity of this financial shift.
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