Are funds-of-funds the right play for client portfolios?

Wealth Professional
August 10, 2023.

For advisors looking to diversify beyond the traditional stock-bond portfolio, Francis Sabourin, Portfolio Manager, Investment Advisor at Richardson Wealth discusses funds-of-funds, as they bring together exposure to a variety of strategies, and potentially different managers and regions as well.

“In general, the offerings are getting better and better, with new products coming into the market from big firms. After the market we had last year, we’re seeing more solutions to help advisors smooth out the volatility in their clients’ portfolios.”

Read more.

Related articles

2026

How better prospecting can lead to stronger client relationships

July 6, 2026 - Advisors should be just as intentional about finding the right client as clients should be about finding the right advisor, writes…

1 minute read

2026

How to prevent multigenerational households from descending into financial resentment

June 18, 2026 - When planned well, multigenerational households can lower costs, support childcare and elder care, and save for education, a down payment, or…

1 minute read

2026

For business owners, choosing the right mix of salary and dividends is all about flexibility

June 16, 2026 - Andrew Feindel considers two tax-effective income sources alongside salary and dividends: capital gains within the corporation and non-registered investments.

1 minute read