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Tips to instil client loyalty

A report warns of a looming loyalty crisis and how to overcome it

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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
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Valuing assets in a divorce: what you need to know

Factors to consider in the context of the pandemic

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.

A post-pandemic upgrade for advice

Getting intentional about putting clients first

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What’s your top message for clients amid economic uncertainty?

Advisors talk about how they deliver this tough information

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Get ready for your close-up

Virtual meetings aren’t likely to stop when the crisis ends

Can you help this risk-averse client?

Advisors share strategies for working with a conservative retiree

Amy Fish

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…

Businessman conquest of adversity

Downturns often mean an uptick in claims against advisors

Legal experts offer tips for protecting yourself in good times and bad

Medical solution health care concept as a doctor walking on a red tightrope or highwire around a group of tangled wires as a symbol of challenges in insurance and the risk in illness treatment for patients

How medical symptom checkers can shine a light on robo-advice

The limits of expert systems

How to talk to clients about RI

Advisors shared their experiences during an RIA virtual panel

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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

Outcome-based investments and other fintech to watch

A report outlines the technology changing financial services

Salesforce Ventures invests in Hearsay

The partnership will help the firms track advisors' interactions with clients

Building a book post-pandemic

Advisors look to team high tech with human touch

More clients want to age at home

A survey suggests the pandemic has influenced perceptions of long-term care

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

CE Course: Optimal asset location

Examining how taxes, expected investment outcomes and utility can affect asset location

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