The advisor's role is to balance risks in prudent and intelligent ways to help clients avoid outliving their savings
A properly diversified portfolio includes cash, fixed-income, equity and real assets
Focus on asset allocation is probably misplaced
Increased fixed income exposure allows for greater flexibility
More advisors are looking to alternative investment strategies to manage the impact of market volatility
TIGER 21 releases first quarter asset allocation numbers
Kate Warne, Canadian market strategist for Edward Jones, says slowing economic growth in the Euro zone has discouraged many clients from investing in global equities. She discusses how advisors can help clients achieve appropriate geographic allocations for their portfolios. She spoke at the TMX Broadcast Centre in Toronto.
Tina Di Vito, head of the BMO Retirement Institute and author of “52 ways to Wreck Your Retirement... and how to rescue it” discusses the de-accumulation challenge advisors will be facing as boomers retire in record numbers. With over 10 million Canadians reaching the age of 65 within two decades, Di Vito outlines strategies for this client demographic. She spoke with Investment Executive reporter Megan Harman at the TMX Broadcast Centre in Toronto.