Tips to instil client loyalty
A report warns of a looming loyalty crisis and how to overcome it
- By: Mark Burgess
- July 22, 2020 July 23, 2020
- 17:10
Top Stories in Practice
Sun Life app allows advisors to submit digital insurance applications
The tool also allows advisors to gather e-signatures from clients
- By: Staff
- July 21, 2020 July 21, 2020
- 10:36
Valuing assets in a divorce: what you need to know
Factors to consider in the context of the pandemic
- By: Michelle Schriver
- June 30, 2020 June 30, 2020
- 13:19
Case study: Financial planning for a year abroad
Lining up a job is the easy part. The experts help with budgeting, tax planning and maintaining resident status.
- By: Suzanne Yar Khan
- June 12, 2020 June 22, 2020
- 09:00
A post-pandemic upgrade for advice
Getting intentional about putting clients first
- By: Michelle Schriver
- June 12, 2020 June 22, 2020
- 09:00
What’s your top message for clients amid economic uncertainty?
Advisors talk about how they deliver this tough information
- By: Maddie Johnson
- June 12, 2020 June 22, 2020
- 09:00
Get ready for your close-up
Virtual meetings aren’t likely to stop when the crisis ends
- By: Gil Martinez
- June 12, 2020 June 22, 2020
- 09:00
Can you help this risk-averse client?
Advisors share strategies for working with a conservative retiree
- By: Michelle Schriver
- June 12, 2020 June 22, 2020
- 09:00
Client Confidential: Amy Fish
This article appears in the June 2020 issue of Advisor’s Edge magazine. Subscribe to the print edition, read the digital edition or read the articles…
- By: Susan Goldberg
- June 12, 2020 June 22, 2020
- 09:00
Downturns often mean an uptick in claims against advisors
Legal experts offer tips for protecting yourself in good times and bad
- By: Michelle Schriver
- June 10, 2020 June 10, 2020
- 09:23
How medical symptom checkers can shine a light on robo-advice
The limits of expert systems
- By: Doug Carroll
- June 9, 2020 June 2, 2020
- 14:30
How to talk to clients about RI
Advisors shared their experiences during an RIA virtual panel
- By: Katie Keir
- June 8, 2020 June 9, 2020
- 10:40
DIY investors less satisfied with their firms: J.D. Power
Self-directed firms will need to resolve website problems quickly if they want to keep new clients
- By: Mark Burgess
- May 28, 2020 May 28, 2020
- 12:33
Outcome-based investments and other fintech to watch
A report outlines the technology changing financial services
- By: Fiona Collie
- October 5, 2020 October 5, 2020
- 15:56
Salesforce Ventures invests in Hearsay
The partnership will help the firms track advisors' interactions with clients
- By: Fiona Collie
- August 14, 2020 August 14, 2020
- 10:59
Building a book post-pandemic
Advisors look to team high tech with human touch
- By: Michelle Schriver
- July 24, 2020 July 24, 2020
- 13:25
More clients want to age at home
A survey suggests the pandemic has influenced perceptions of long-term care
- By: Staff, with files from The Canadian Press
- October 14, 2020 October 15, 2020
- 13:19
Investors interested in responsible investing but lack knowledge: survey
Many advisors are not helping to dispel confusion around ESG and impact products
- By: Fiona Collie
- September 21, 2020 September 21, 2020
- 16:43
TD extends partnership with behavioural economics centre
The firm partnered with the University of Toronto's Behavioural Economics in Action at Rotman in 2018
- By: Staff
- September 2, 2020 September 2, 2020
- 10:46
China’s growth picks up in Q3 as recovery takes hold
Retail sales finally returned to pre-virus levels
- By: Joe McDonald, The Associated Press
- October 19, 2020 October 19, 2020
- 10:25
CE Course: Optimal asset location
Examining how taxes, expected investment outcomes and utility can affect asset location
- By: Benjamin Felix
- October 15, 2020 October 16, 2020
- 16:00
CFAs can fast-track to planner designation under new IAFP program
Applicants will still be required to submit a comprehensive financial plan and complete a technical exam
- By: Staff
- October 5, 2020 October 15, 2020
- 11:41
Help retired clients avoid high-pressure sales tactics
Be sensitive to the psychology and life-stage perspective of retirees
- By: Al Emid
- November 6, 2013 December 9, 2019
- 07:00
Advisors can do more to help their clients relax in retirement
Retirees are re-assessing how they deal with financial markets
- By: Al Emid
- October 30, 2013 December 9, 2019
- 07:00
The whole picture: Understanding the needs of aging clients
The process of aging can take its toll
- By: Jill O’Donnell and Graham McWaters
- October 23, 2013 December 9, 2019
- 07:00