Advisor's Edge

Is it time to adjust the 60/40 portfolio?

Advisor's Edge

Is it time to adjust the 60/40 portfolio?

Examining the options for clients beyond traditional fixed income

By Mark Burgess |February 5, 2021

9 min read

How social networks influence investors

Advisor's Edge

How social networks influence investors

Even the best financial advice must contend with other sources of information

By Maddie Johnson |February 5, 2021

2 min read

Beware of conflicts when working with couples

Advisor's Edge

Beware of conflicts when working with couples

Dealing with a request outside your joint engagement

By Michelle Schriver |February 5, 2021

3 min read

Client Confidential: Guelph family chooses the slower life

Advisor's Edge

Client Confidential: Guelph family chooses the slower life

"We set out to create a local, sustainable, community-focused lifestyle that would also generate income"

By Susan Goldberg |February 5, 2021

3 min read