The majority of clients that plan to purchase stocks or mutual funds intend to invest in Canada.
Clients should choose high-yield and corporate bonds.
Don’t let commodity sell-offs scare clients.
The more clients react to market news, the more volatility they’ll see.
Help clients take advantage of volatile markets.
The old adage that “It’s not what you say, but how you say it” holds true when speaking to clients about returns.
The only way to find out is to check in with clients.
Confidence has returned among institutional investors worldwide, but major investors are split on volatility's impact on future returns.
During uncertain markets, remind clients they’re investing to meet a goal, not a desired return.
Investors who’ve flocked to low-volatility stocks have pushed up valuations.