Advisor ToGo

Bond investors adding risk

Investors may have been skittish in early April, but the general trend appears to be “risk on” once again, according to Patrick Bradley, product specialist with the global fixed income team at Brandywine Global Investment Management.

By Staff |April 12, 2012

2 min read

How to impress prospective clients

The all-important first meeting can either make or break an advisor’s relationship with a prospect. Here’s how to ensure a good impression.

April 10, 2012

2 min read

How commodities can juice bond returns

Natural resource-driven countries are going to benefit from an expanding global economy and so too will their currencies. As the currencies rise, bondholders get a boost.

April 5, 2012

2 min read

The new retirement plan

The dust is still settling after the minimum age for OAS benefits was extended to 67 in the 2012 budget, and after changes were also made to public sector pensions. Now, advisors must take a second look at the retirement plans of their clients.

April 3, 2012

2 min read