How to wean clients from their overweight cash positions

12/26/2012 | Advisor Perspectives

Clients who want to maintain an overweight position in cash but still generate single to mid-teen returns can be a challenge, writes Dan Richards, a faculty member in the MBA program at the University of Toronto. He offers four tips to gently move such clients off of some of their cash holdings -- be empathic, take baby steps, look at alternatives to stocks and show them star investor Warren Buffett's bearish take on the bond market.

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