Blog: Cutting Through the Noise

The Globe and Mail, Report on Business. Published June 28, 2008. "We do our own independent research." That's what all investment managers tell their prospective clients. It is a point of pride and is meant to distinguish them from other managers. It's...

This week RBC/PH&N announced they are reducing their management fees. Eight of the funds that are sold directly to investors are affected. This good news comes from the dynamic duo of low fee mutual funds. PH&N has been a leader in the direct-to-client...

For a firm that prides itself in being transparent, we have been slow in clarifying our message on fees. There are two questions that come up often, that we can address more clearly.Before I do that, however, I should provide some background information for readers...

I recently received the following note from an investor: Mr. Bradley - your individual fund financial objectives, the managers, marketing approach, desire to make clarity vs. fund chaos/greed/conformity an objective, and an eMail approach to...

We've had a handful of new clients recently that brought money to Steadyhand as a result of a real estate sale. The conversations have been interesting and got me thinking. A majority of the talk has been around asset mix. What makes sense for the client at their...