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.
You should rethink equities weightings in client portfolios
The gap between retirement and end of life is growing, and many clients want products that will ensure they never run out of money
Aging baby boomers and the rise of investors in emerging markets may result in a dramatic shift away from equities investing
Institutions have embraced commodities and real estate in response to weaker returns. Retail investors may need to follow suit
There are still marked performance divergences across and within asset classes