Positioning portfolios for a slowdown
Should clients stay the course, exit the market or review their asset mix?
- By: Dwarka Lakhan
- January 17, 2020 January 17, 2020
- 00:05
Should clients stay the course, exit the market or review their asset mix?
A report looks at options ranging from plastination to being planted as a tree
Segmenting your book can help you serve clients better
Tips on how advisors can best serve millennials and seniors
CSA reforms on referral arrangements have been put on the back burner — for now
Knowing your client’s mindset — and your own — can help you tailor advice
A degree will be required to earn the "Certified Financial Planner" designation, effective April 2022
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Lawyers explain the factors around choosing valuation dates for assets
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Online education also provides opportunity for prospecting
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Even if you don't prepare your clients' taxes, you can help with these pointers
Dissatisfied investors may confront advisors due to poor performance
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