Planning and Advice

Help clients invest like the top 1%

Wealthy investors may have more money, but that doesn’t mean they use vastly different investment strategies than your other clients.

By Wire services |September 21, 2012

1 min read

Do your clients make these mistakes?

Even when markets are good, investor emotions can overtake the best-laid investment plans, says Franklin Templeton. So, keep tabs on your clients' behavioural ticks to protect their wealth.

By Staff |September 19, 2012

2 min read

Retirement date a surprise for many

Boomers don't always have much lead time in advance of their retirement date.

By Staff |September 19, 2012

2 min read

Lunchtime takeaway: When recognition works

In Chicago and Munich, researchers asked 360 pedestrians and 160 finance and economic grad students which stocks from the S&P 500 and DAX they knew.

By Staff |September 19, 2012

1 min read