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Investment Executive | Opportunity is the ‘new normal’

New Normal

Margaret Franklin, president, Marret Private Wealth Inc., outlines a financial planning “new normal” of higher volatility, lower returns, and increasing asset correlations. She identifies opportunities for advisor success including: clear, direct communication to clients; remembering the “simple math”; and managing risk to achieve financial targets for clients. Franklin spoke at the Morningstar Investment Conference 2013 in Toronto.

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