WP Talk

Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca

Your WP Morning Briefing brings you a daily update of the stories we’re covering at WealthProfessional.ca including:

CI Financial to sell minority stake in US wealth management firm

BCSC to target lower-level rule breaking with ‘speeding tickets’

Canadian home price declines to end in 2023 says CMHC

These stories in full at wealthprofessional.ca and in our newsletters.

"Back in 2019, if you were asked if the 60/40 portfolio was dead, you would likely say “no”. However, a whole lot has changed since then, and investors need to be aware of the most recent market updates.

Join Michael Greenberg of Franklin Templeton Investment Solutions for this comprehensive podcast where he discusses the latest updates regarding the 60/40 portfolio. Get the latest industry insights and learn how you can position your portfolio for the best results possible.

Get answers to questions like:

How has the roll of fixed income changed in multi-asset portfolios?

What is the state of the current economic environment and how can you position your portfolio?

How have managed solutions evolved to help Investors who face the many challenges in constructing a truly diversified portfolio? – and so much more

Don’t miss this essential informative podcast, click here, and learn how you can best position your portfolio in 2023."

Disclaimer:

Important legal information

Commissions, trailing commissions, management fees, brokerage fees and expenses may be associated with investments in mutual funds. Please read the prospectus and fund fact document before investing. Mutual funds are not guaranteed. Their values change frequently. Past performance may not be repeated.

The views expressed are those of the investment manager and the comments, opinions and analyses are rendered as at publication date and may change without notice. The underlying assumptions and these views are subject to change based on market and other conditions and may differ from other portfolio managers or of the firm as a whole. The information provided in this material is not intended as a complete analysis of every material fact regarding any country, region or market. There is no assurance that any prediction, projection or forecast on the economy, stock market, bond market or the economic trends of the markets will be realized. The value of investments and the income from them can go down as well as up and you may not get back the full amount that you invested. Past performance is not necessarily indicative nor a guarantee of future performance. All investments involve risks, including possible loss of principal.

Products, services and information may not be available in all jurisdictions and are offered outside the U.S. by other FT affiliates and/or their distributors as local laws and regulation permits. Please consult your own financial professional or Franklin Templeton institutional contact for further information on availability of products and services in your jurisdiction.

Issued by Franklin Templeton Investments Corp., 200 King Street West, Suite 1500 Toronto, ON, M5H3T4, Fax: (416) 364-1163, (800) 387-0830, www.franklintempleton.ca.

Your WP Morning Briefing brings you a daily update of the stories we’re covering at WealthProfessional.ca including:

$1 trillion wealth transfer sparks Gen X cottage-buying surge

Your business owner clients are likely working harder than ever

Why the Bank of Canada may prioritize inflation over rate cuts

These stories in full at wealthprofessional.ca and in our newsletters.

Your WP Morning Briefing brings you a daily update of the stories we’re covering at WealthProfessional.ca including:

Don’t oversimplify complex RRIF withdrawal rules, FP Canada urges 

Canadian mutual funds fall out of favour again while ETFs ignite

First Republic could sell $100bn assets in rescue plan

These stories in full at wealthprofessional.ca and in our newsletters.

Your WP Morning Briefing brings you a daily update of the stories we’re covering at WealthProfessional.ca including:

New SRO finally gets a new name and logo, but one hurdle remains

FSRA exec to lead insurance body, oversee new seg fund rules

Are millennials harder to please than other clients?

These stories in full at wealthprofessional.ca and in our newsletters.

Back in 2019, if you were asked if the 60/40 portfolio was dead, you would likely say “no”. However, a whole lot has changed since then, and investors need to be aware of the most recent market updates. 

 

Join Michael Greenberg of Franklin Templeton Investment Solutions for this comprehensive podcast where he discusses the latest updates regarding the 60/40 portfolio. Get the latest industry insights and learn how you can position your portfolio for the best results possible.  

 

Get answers to questions like: 

How has the roll of fixed income changed in multi-asset portfolios? 

What is the state of the current economic environment and how can you position your portfolio? 

How have managed solutions evolved to help Investors who face the many challenges in constructing a truly diversified portfolio? – and so much more

Don’t miss this essential informative podcast, click here, and learn how you can best position your portfolio in 2023. 

 

Disclaimer:

Important legal information 

Commissions, trailing commissions, management fees, brokerage fees and expenses may be associated with investments in mutual funds. Please read the prospectus and fund fact document before investing. Mutual funds are not guaranteed. Their values change frequently. Past performance may not be repeated. 

The views expressed are those of the investment manager and the comments, opinions and analyses are rendered as at publication date and may change without notice. The underlying assumptions and these views are subject to change based on market and other conditions and may differ from other portfolio managers or of the firm as a whole. The information provided in this material is not intended as a complete analysis of every material fact regarding any country, region or market. There is no assurance that any prediction, projection or forecast on the economy, stock market, bond market or the economic trends of the markets will be realized. The value of investments and the income from them can go down as well as up and you may not get back the full amount that you invested. Past performance is not necessarily indicative nor a guarantee of future performance. All investments involve risks, including possible loss of principal. 

Products, services and information may not be available in all jurisdictions and are offered outside the U.S. by other FT affiliates and/or their distributors as local laws and regulation permits. Please consult your own financial professional or Franklin Templeton institutional contact for further information on availability of products and services in your jurisdiction. 

Issued by Franklin Templeton Investments Corp., 200 King Street West, Suite 1500 Toronto, ON, M5H3T4, Fax: (416) 364-1163, (800) 387-0830, www.franklintempleton.ca.

Your WP Morning Briefing brings you a daily update of the stories we’re covering at WealthProfessional.ca including:

Canadian home price index drops more than in financial crisis

Behavioural biometrics and how they are helping to combat fraud

RBC teams up with Conquest for new financial planning solution

These stories in full at wealthprofessional.ca and in our newsletters.

Your WP Morning Briefing brings you a daily update of the stories we’re covering at WealthProfessional.ca including:

Breaking: Canadian police probe $20 million Pearson gold heist

What is ‘pig butchering’ and why is it a top 3 risk for investors?

RBC launches new First Home Savings Account

These stories in full at wealthprofessional.ca and in our newsletters.

Your WP Morning Briefing brings you a daily update of the stories we’re covering at WealthProfessional.ca including:

6 in 10 Canadians don’t understand their finances, study reveals

Should Canadian government workers be paid less?

FP Canada announces changes to training and certification 

These stories in full at wealthprofessional.ca and in our newsletters.