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All in the mind
The emotional and psychological side of managing money is the great unsung obstacle for clients who would rather avoid the whole process, writes David Maynard
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New challenges
Sentry Investments’ new senior portfolio manager, Lieh Wang, reveals the career touchstones that helped shape his investment strategy
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Embracing Change
AGF Management CEO Blake Goldring discusses the firm’s ongoing reboot as it celebrates its 60th anniversary this year
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Are Canadians saving enough for retirement?
Between spiralling real estate prices and growing debt loads, are consumers neglecting to save for their later years?
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Capital thinking
Ottawa-based advisor Graeme D. Baird reflects on how his business has evolved to meet the changing needs of Canadians
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Keep investing simple
A complicated investment is any one that the client doesn’t understand – and that can result in more downside than upside, writes Markus Muhs
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Change equals opportunity
The year to come will bring change for advisors. Dave Nugent offers three ways to grow your bottom line by embracing it instead of fighting it
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The law of unintended consequences
The Know Your Product obligations proposed by the CSA have the potential to curtail choice to the detriment of consumers, writes Ryan Colwell
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The rules of wealth
Michael Lee-Chin has been through more than a few turbulent markets over the course of his storied career. As a result, he now extols the importance of having a good mix of liquid and illiquid assets in your portfolio
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Why branding strategies fail
Far too often a company’s shiny new branding strategy fails to live up to hopes and expectations. Jean-Luc Ambrosi explains the common reasons for failure, and what companies can do to get their branding strategies right