Industry Articles

Six strategies for volatile markets

Triggers for market volatility can come in many different shapes and sizes–policy uncertainty in Washington, earnings reports, geopolitical unrest, the list is almost endless. And market swings can rattle even seasoned investors’ nerves. But volatility is part and parcel of investing.

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Stop putting off succession planning

While too few financial advisors have created succession plans, there’s “lots of guidance specifically from the industry on why we should be addressing [this],” said Rod Burylo, investment fund manager consultant with Calgary-based exempt market dealer Axcess Capital Advisors Inc.

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The future is now for wealth firms

In his presentation, Atkinson highlighted a CFA Institute study that revealed two thirds (66%) of investors trusted their investment firm more because of increased technology use. Further, he said a Roubini Thoughtlab survey found that 82% of investors said it was important for their investment advisor to stay at the forefront of technology. 

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