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.
Ratings revised higher
Editorial
Clients who invest in emerging markets may be exposed to individual company risks rather than country-related risks
Relying on the client’s perception can result in an inaccurate assessment
Advisors should keep in mind that there is no free lunch