Rating raised to “medium to high” risk
New tool will help advisors better understand their clients' financial mindsets
Show clients how risk can influence their financial future
TD Private Target Return Fund rating changed to “Low”
If clients have a good understanding of the investment risks they are taking, they won't worry so much about their portfolios
Central to understanding your clients' profiles is realizing that they often overestimate their risk tolerance
Avoid these common mistakes in determining the risk profiles of your clients
TDAM changes short term trading fee period to 30 days for e-series funds
Understanding risk is key to managing expectations
Craig Fehr, Canadian market strategist for Edward Jones, says although 2012 began with investors showing an increased appetite for risk, the shift between high risk appetite and risk-averse periods is expected to continue. He discusses how advisors can help clients cope with unpredictable volatility. He spoke at the TMX Broadcast Centre in Toronto.