Reconstruction should focus on client needs, risk mitigation
At FP Canada's annual conference, Bessner outlined red flags to identify and mitigate
Advisors ignore this important know-your-client item to their detriment
Research finds narcissists take more risks and deliver lower returns
Court finds an investor's portfolio was too heavily concentrated in preferred shares, but that its low-risk strategy was appropriate
Self-reported risk tolerance has risen, according to a national poll
Sometimes it’s suitable for your clients’ investments to be less risky than their maximum risk tolerance
New Sustainalytics report highlights key ESG risks and rating downgrades
Performing the know-your-client process during a pandemic has both pros and cons
Wealth preservation is key — and so are returns