Three big mistakes advisors make when integrating alternative assets into client portfolios

The Globe & Mail
May 27, 2024

Andrew Feindel, Portfolio Manager, Investment Advisor at Richardson Wealth, shares with the Globe and Mail the mistakes that advisors should look out for when integrating alternatives into traditional client portfolios.

“…the goal is to derive consistent income, as income growth. Volatility management is about protecting capital and making sure clients don’t lose money.”

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