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In segment three of this series, David Sung, President of Nicola Wealth Management, explains that the larger Pension Funds have a compound annualized return that is more than double that of the traditional retail mutual fund asset allocation models. Sung explains how Advisors can parallel these strategies and gain much larger returns in their investment portfolios. Sung spoke with Dan Richards of Client Insights at the CIFPs Conference in Vancouver.

  • September 24, 2012 October 30, 2019
  • 05:00