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Shifting your mindset to product allocation from asset allocation can be a complex undertaking, but it is precisely the reason why Toronto-based Manulife Financial Corp. developed its Retirement Solutions Centre. The new Web site, which launched at the end of September, aims to teach financial advisors about the concept of product allocation and how it […]
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The initiative is a statement that product allocation, rather than asset allocation, is how advisors should examine their clients’ holdings