Managing teams and portfolios through a crisis - advice for advisors

By Advisor's Edge and Investment Executive

Market volatility and remote working have combined to make 2020 a challenging year for any financial advisor. Nonetheless, your clients and team members rely on you to provide clear counsel and direction. 

In this course practitioners and subject-matter experts share their advice for managing teams and portfolios successfully during a crisis - and beyond. 

Sponsored by Fidelity Investments Canada, Manulife Investment Management and National Bank Financial – Wealth Management.

Credits pending - IIROC, FP Canada