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Understanding the role of bonds in retirement portfolios

For better client outcomes, move beyond the common asset allocation advice

Ben felixCapital incFidelity clearpath retirement portfoliosStatus quoCritical assessmentLifecycle investment adviceSometimes yesRational reminder

Learn more in 2024 with these events and programs

Advisors share their favourite educational opportunities

British columbiaSan diegoUnited statesRaymond jamesAshley quammeJamie coulterGeorge hartmanCameron passmoreBen felixBarbara stewartMark sothAlexandra macqueenJason pereiraJason wattMichelle schriverBrianne gardner

What is a safe withdrawal rate in retirement?

Most clients are best served by a variable spending strategy

United statesDave ramseyWilliam bengenBen felixInternational perspective on safe withdrawalCapital incAmerican funds investment company of americaWithdrawal rates using historical dataLucky survivorHierarchical bayesianSafe withdrawal rateBroad sampleInternational perspectiveSafe withdrawal ratesRetirement savingsAmerican funds investment company

A salute to ATMs as they slowly fade into irrelevance

Rob Carrick reflects on the eventual obsolescence of ATMs

Cameron passmoreSalmaan farooquiRob carrickBen felixRoyal bankLog increate freeCanadian payment methodsPayments canadaSansotei ramenWeight utilities indexUtilities indexLosing my senseDay afterRational reminderEight canadiansStress test

So you want to start a podcast | Advisor s Edge

Two portfolio managers explain why their podcast has run successfully for more than five years

United statesEugene famaKenneth frenchChris hadfieldMichael kitcesSociety torontoRational reminderNorth america

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