Daniel Calabretta

Planning and Advice

Help clients navigate emotions when making investment decisions

Being empathetic and sharing facts can keep clients grounded during tough times

By Daniel Calabretta | October 5, 2022

3 min read

Planning and Advice

Asking the right questions with clients

Including clients in a solution will strengthen relationships

By Daniel Calabretta | October 4, 2022

2 min read

Industry

Coinsquare agrees to buy crypto trading provider

Simply Digital deal would build one of Canada's largest regulated platforms

By Daniel Calabretta | September 23, 2022

2 min read

Industry

Nasdaq launches crypto custody service

The digital assets service responds to demand from institutional investors, the company said

By Daniel Calabretta | September 20, 2022

2 min read

Technology

Ethereum completes ‘Merge’ upgrade to network

The long-awaited change has implications for investors

By Daniel Calabretta | September 15, 2022

2 min read

Technology

U.S. investors not using advisors for crypto: report

Many investors with advisors are trading crypto via platforms such as Coinbase and Binance

By Daniel Calabretta | September 13, 2022

1 min read

Industry

Pre-signed forms still a prevalent issue: CIFPs president

The organization's president presented a hypothetical ethical scenario involving pre-signed forms at a conference last week

By Daniel Calabretta | September 13, 2022

2 min read

Planning and Advice

Advisors need to help clients find purpose in retirement

Promoting personal interests can persuade clients to commit to a retirement plan, says CEO of career transition organization

By Daniel Calabretta | September 9, 2022

2 min read

Market Insights

Down markets ahead present good buying opportunity: investment strategist

With interest rates continuing to rise, it could be a good opportunity to add to your client's fixed income allocation, said Macan Nia

By Daniel Calabretta | September 9, 2022

2 min read

Planning and Advice

Vacation tips for advisors

To ease client worries, advisors may need to be responsive in case of emergencies

By Daniel Calabretta | August 8, 2022

3 min read

Market Insights

Concerns about economic growth weigh on second half of 2022

Chief investment officer outlines the economic indicators to watch and provides portfolio suggestions for advisors

By Daniel Calabretta | July 22, 2022

3 min read

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