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Advisor’s Edge

What role that doesn’t currently exist in wealth management may we see in the next 10 years?

We asked four professionals

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Advisor’s Edge

This isn’t an obituary

The demise of the financial advice industry has been predicted frequently over the past quarter century. But you’re still here — and so are we.

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Advisor’s Edge

Can advisors be finfluencers too?

Finding opportunities on social media

risk management
Advisor’s Edge

Firing a client who wants too much risk

A hypothetical advisor faces performance pressure

Internet service technology
Technology

Fintech in focus: Conquest Planning

Planning software helps with client engagement

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Technology

How Manulife Securities-Fidelity deal signals a larger trend

Fidelity Clearing Canada will provide its uniFide back-office technology to Manulife Securities

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Conversations

As markets roil, advisors toil: how you handled the SVB fallout

Amid fraught headlines, here's how financial advisors served clients this week

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Conversations

Different approach to planning can build relationships with female clients

Why the industry needs more female advisors

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Conversations

Keeping the cost of death down

Planning helps clients avoid overspending on funerals, burials

retirement planning
Conversations

Most Canadian snowbirds winging it financially: CIBC poll

Despite economic concerns, respondents didn't speak to a financial professional

  • By: Staff
  • February 2, 2023 February 2, 2023
  • 11:49
Internet service technology
Technology

Equisoft combining online tools for advisors

My Financial Benchmark and Financial Calculators will be in one hub

Conversations

How to help clients cope with inflation

Advisors can help clients build confidence and financial well-being

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Technology

Turning social media leads into clients

Fewer than one-third of advisors surveyed had a defined marketing strategy

  • By: Staff
  • December 14, 2022 December 14, 2022
  • 14:02

Small, straightforward tech solutions can have big payoffs, OSC TestLab finds

Automating the process of collecting and updating KYC information can provide a significant return

Central banks to dominate a digital financial world, Moody’s says

Crypto is too volatile to replace the basic function of money, according to a report

Data breach exposed Mackenzie clients’ personal data but not holdings, firm says

InvestorCOM, a vendor of Mackenzie Investments, had data exposed when hackers targeted a secure file transfer service

Clients want to save for kids’ education but don’t know how

Canadian parents value post-secondary learning but face challenges saving for it, poll suggests

  • By: Staff
  • June 6, 2023 June 6, 2023
  • 13:52

How to manage an advisory team

Financial advisors aren't often trained to manage people, but it's an important part of running of a practice

When your child isn’t fit to be your successor

Realizing the person you want to take over your practice isn't qualified can be a dramatic moment. How should you handle it?

Halfway through an SRO ban, ex-rep agrees to new suspension

An OSC enforcement action against a former rep has extended an existing suspension

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 May 2, 2023
  • 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 May 2, 2023
  • 07:00

The whole picture: Understanding the needs of aging clients

The process of aging can take its toll