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Help retired clients avoid high-pressure sales tactics

Be sensitive to the psychology and life-stage perspective of retirees

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

Young entrepreneurs will be your next big clients

Young, hip, driven. Gen Y entrepreneurs are the next billionaires.

  • By: Staff
  • August 1, 2013 December 9, 2019
  • 07:00

Let advisors speak their minds

"We should trust people to speak their minds"

  • By: Staff
  • January 16, 2013 December 9, 2019
  • 07:00

Talk to clients about risk

We asked a few seasoned advisors about the most effective ways they know to explain risk, and how they know when clients understand it

  • By: Staff
  • December 13, 2012 December 16, 2019
  • 11:00

Save an endangered client relationship

When clients leave, it can be surprising. But, often there are signs the relationship was on the rocks.

  • By: Staff
  • December 11, 2012 December 16, 2019
  • 10:59

Keep clients during a crisis

Keeping in touch during tough times can build client loyalty

  • By: Staff
  • December 7, 2012 December 16, 2019
  • 10:00

DI discussion checklist

Use this checklist as a script to cover the bases

  • By: Staff
  • November 23, 2011 December 16, 2019
  • 16:00

It’s Your Business

Effective handling of client accounts may require outsourcing your more complex day-to-day tasks to a wide range of area experts. Many in the industry have…

  • August 8, 2011 January 3, 2020
  • 18:30

Taking their pulse: The mood of the HNW market

The economy continues to bounce back

Building value in your biggest asset

The single most significant asset for most business owners is their business

Insurance for HNW clients: Putting a claim through

Life insurance claims present fewer challenges than long-term disability claims

  • By: Al Emid
  • May 25, 2011 January 3, 2020
  • 12:28

Engaging the HNW investor

The number of high-net-worth households in Canada is set to nearly double by 2018

Clients on the run: Signs and solutions

How do you keep wealthy clients when they become a flight risk?

HNW Report: What wealth wants

This special report climbs to the highest rung of the financial ladder

  • By: Staff
  • May 25, 2011 January 3, 2020
  • 11:50

Attracting the affluent

Competition among firms catering to Canada’s financial elite will continue to be stiff

Dollars & Sense Survey 2011

For this year’s Dollars & Sense special report, we’re doing more than top-line analysis of the survey data

  • By: Staff
  • April 21, 2011 January 3, 2020
  • 15:20

Dollars & Sense 2009

The Advisor Group’s eighth annual Dollars & Sense survey of advisors and clients provides precious insights into what clients want from their advisors; and in…

  • By: Staff
  • December 12, 2009 January 3, 2020
  • 14:09

Steal this idea: Hire a relationship manager

Even the most superhuman assistant can't do it all

Service audits, relationships and retention

Lost clients dramatically affect the bottom line

Dollars, sense and (client) sensibilities

This year, for the first time ever, we’ve surveyed clients as part of our Sixth Annual Dollars & Sense Survey to get their take on…

It’s all about SERVICE

The results from our Sixth Annual Dollars & Sense Survey are in. Every year we survey advisors to learn what you earn, to see how…

  • August 11, 2007 January 29, 2020
  • 00:00

Advisor.ca’s engagement & disclosure template

Adapted in part from the practice standards issued by the Financial Planners Standards Council, the following is meant to serve as a creative starting point…

  • By: Staff
  • October 16, 2003 January 3, 2020
  • 00:00