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Dave Goodsell of Natixis Centre of Investor Insight explains why some clients might need to come down to earth with their expected annual rates of return
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Content from The Globe’s weekly Retirement newsletter
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Vince Linsley of ISS Market Intelligence notes that technology still needs to evolve north of the border to provide better customization of client investment portfolios
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Daryl Diamond has moved on from being an advisor to consulting Dynamic Funds on why retirement income planning for clients matters and how to do it properly
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Content from The Globe’s weekly Retirement newsletter