Almost half of Canadian investors plan to switch advisors: survey
After a volatile year in markets, more clients say they're willing to work with multiple providers
- By: Maddie Johnson
- July 6, 2023 July 6, 2023
- 16:47
After a volatile year in markets, more clients say they're willing to work with multiple providers
Firm uses AI to select products and identify clients at risk of leaving
Tips for identifying the right assistant or associate
There’s more to ESG discussions than asking investors what they want to avoid
Canadian parents value post-secondary learning but face challenges saving for it, poll suggests
Financial advisors aren't often trained to manage people, but it's an important part of running of a practice
Realizing the person you want to take over your practice isn't qualified can be a dramatic moment. How should you handle it?
Automating the process of collecting and updating KYC information can provide a significant return
A new paper on finfluencers examines the "wisdom of the anti-skilled crowd"
Crypto is too volatile to replace the basic function of money, according to a report
InvestorCOM, a vendor of Mackenzie Investments, had data exposed when hackers targeted a secure file transfer service
Lack of personalized advice created a void filled by negative returns, the latest survey says
What's the advisor's role?
From meeting prep to constructing financial plans, here's how advisors are making use of new tech
Committing to a platform and showing your personality can help with prospecting
There’s still room for human coaching in investing
In a hypothetical scenario, a client and power of attorney are at odds
Setting up verification methods with clients can help prevent them from being fleeced
Inheriting a client doesn’t mean cutting corners with KYC
Evidence doesn’t support active management, so why do some advisors?
Opinion: Here are three ideas to promote evidence-based practices
An OSC enforcement action against a former rep has extended an existing suspension
Be sensitive to the psychology and life-stage perspective of retirees
Retirees are re-assessing how they deal with financial markets
The process of aging can take its toll
Two portfolio managers explain why their podcast has run successfully for more than five years
The point of a vacation auto-reply is to let the receiver know exactly how to proceed in your absence
Any impact of higher borrowing costs is subtle, as many factors can determine the value of a practice