Jesse Kaufman of The Seidman Kaufman Group at Richardson GMP Ltd. Wins ‘Best Advisor for Alternative Investment Expertise’ at The Canadian Wealth Professional Awards
UK’s Affirmative Investment Managers Selects Charles River’s SaaS-based Solution
The Financial Industry Regulatory Authority Inc. barred a Phoenix-based broker for making 12 unsuitable recommendations regarding debt instruments known as debentures.
We're moving from the three-category conservative-, moderate-, and aggressive-allocation system to an expanded five-category framework for allocation funds.
Unless specified otherwise, all performance and market data are sourced from Bloomberg. For all indices, performance reflects total returns which is change in price plus reinvested dividends and/or interest, if any. MSCI index total returns are shown net of dividend withholding taxes.
Advisers need to communicate that while upcoming account statements may look a bit different than before, the alternative investments in clients' portfolios remain fundamentally unaffected.
And vice versa.