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.”

*Globe Advisor subscription required.

Related articles

Market Ethos

On again, off again

April 21, 2025 - We are not in the recession camp, but we could see markets creating a deeper buying opportunity if those fears ramp…

1 minute read

Market Ethos

Making sense of nonsense

April 14, 2025 - It's hard to find any sense over the past week and a half. We have our doubts that this was “textbook,…

1 minute read

Market Ethos

Pricing in the unknown

April 7, 2025. Market Ethos. These latest tariff announcements from the U.S. are just the start of a negotiation process between Washington and the rest…

1 minute read