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Margaret Franklin, president, Marret Private Wealth Inc., outlines a financial planning “new normal” of higher volatility, lower returns, and increasing asset correlations. She identifies opportunities for advisor success including: clear, direct communication to clients; remembering the “simple math”; and managing risk to achieve financial targets for clients. Franklin spoke at the Morningstar Investment Conference 2013 in Toronto, Ont.

  • June 12, 2013 October 31, 2019
  • 10:00