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Advisors must improve how they work with wealthy families

False assumptions and biases limit advisors’ ability to serve the wealthiest clients, suggests a family office consultant

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Vacation tips for advisors

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

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Advice for novice advisors in tough times

How these experienced advisors handled unfavourable economic conditions

pencil erasing credit card debt

Debt in a time of rising rates

How will rising rates affect your clients, particularly those with debt?

  • By: Staff
  • June 17, 2022 June 17, 2022
  • 10:05
ESG investing

Values-based conversations key to ESG investing and KYC requirements

An RIA panel discussed the challenges and opportunities of integrating ESG considerations into know-your-client procedures

Land Development And Growth

Don’t get too far into the weeds of ESG terminology

Whether the label is 'responsible' or 'sustainable' investing, focus on the approaches and not the title, an RIA conference speaker said

debt

How to talk to clients about debt

A holistic approach to clients’ finances can help them prepare for interest-rate hikes and get out of debt faster

Stock market trend business concept and financial prediction uncertainty symbol as a heard of bulls and bears running towards each other to set the direction of an economic forecast.

Coaching clients through a volatile market

Active listening and putting returns in historical context can be effective communication strategies

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Success with succession more likely with team approach

A financial advisory team in Oakville, Ont. has found that both clients and the bottom line can benefit when advisors work in tandem

confusing array of advisor titles

Truth in labelling comes for Ontario advisors

As the province adjusts to titles regulation, we look at Quebec’s experience

mom and two daughters

Investor’s inheritance, ESG concerns prompt her to switch advisors

Help this client factor in ESG investing and plan for the future

Acting as attorney for property when your client is family

Best practice calls for separate roles

personality test

Why wealth managers are assessing clients’ personalities

In a more competitive market, insight into a client’s thinking can provide an edge

Darby Lee Young

Client Confidential: Darby Lee Young

Level Playing Field founder discusses investing and accessibility

PEOPLE IMAGES / ISTOCKPHOTO

Millennials working with financial advisors more than robos: report

A global study found 40% of millennials are turning to advisors while only 7% use automated advice

How advisors can incorporate sustainable investing

Investors are increasingly interested in the non-financial impacts of their portfolios

portfolio construction chart

How do you use ETFs in client portfolios?

We asked three advisors

financial report graph

Total cost reporting is coming

Five years into CRM2, the cracks are showing

Chenny Xia

Client Confidential: Chenny Xia

An entrepreneur's complicated relationship with money

recruitment

The financial industry wants you — to mentor

The advice channel’s survival depends on seasoned veterans who are willing to impart knowledge

financial exploitation

When a client request raises red flags

Thorough KYC lays the groundwork for advisory action

group of women

Empathy with clients led to more pandemic stress for female advisors: study

A high degree of empathy can also lead to burnout, the paper said

Financial Advisor Assisting Senior Couple

Tips for surviving next year’s RRSP season

If you've been overwhelmed over the past month, two financial advisors offer ideas for improving your experience in 2023

young couple meeting with advisor

RRSP season offers opportunity to fill client knowledge gaps

Retirement topics to discuss include taxes, insurance, income, IG poll suggests

  • By: Staff
  • February 10, 2022 February 10, 2022
  • 14:47