Get equipped with current market commentaries and articles to share with clients during your review process. The section also includes educational tools and materials to help explain investment concepts to your clients when seeking to either reassure them of existing strategy or transition to a new approach.
Investor education resources
Value of diversification
This chart highlights the importance of diversification in a portfolio.Download PDF
Asset class returns
This chart shows that no one asset class consistently outperforms on a regular basis.
Cycle of market emotions
Investing can be like riding a roller coaster. This map explains the impact of market sentiment. Read more
Retirement lifestyle selector
A visual aid to help clients identify the income they are seeking to achieve in retirement
Five ways to get your finances in order
As we start a new financial year, there’s no better time to take a step back and review your finances. Here are five tips to get you in great shape.
Human beings have developed language, conquered gravity, and made the most of our opposable thumbs. What we’re not terribly good at though, is overcoming our own worst impulses – particularly as investors.
Know your bears from your bulls
Ever heard someone waxing lyrical about the importance of diversifying your portfolio across asset classes and wished you knew what on earth they were talking about? Check out our plain-language guide to common investing terms, and you’ll be holding your own in no time.