Home Client engagement

Keyword: Client engagement

1054 results found

InvestorEQ uses psychometric modules to give advisors insight on clients’ investing behaviours

  • By: Staff
  • July 28, 2021 July 28, 2021
  • 11:10
Couple getting financial advice from consultant at home

A report for the MFDA uses behavioural insights to recommend expanded cost reporting

Young people eating vegan food

The government agency hopes to make the financial system more accessible and inclusive

  • By: Staff
  • July 14, 2021 July 14, 2021
  • 12:22
Couple getting financial advice from consultant at home

J.D. Power finds customer satisfaction increases dramatically when clients receive advice that meets their needs

  • By: Staff
  • June 25, 2021 June 25, 2021
  • 11:39
Multiethnic couple considering investment real estate purchase consulting realtor, interracial family listening attentively to mortgage broker thinking of getting bank loan for buying new home house

Firms should prioritize hybrid models to serve investors post-pandemic, an EY study says

young man in wheelchair working on laptop

Younger investors are more motivated to go it alone, according to a report

  • By: Staff
  • May 25, 2021 May 25, 2021
  • 13:08
young woman looking awkward

J.D. Power ranked wealth management firms based on investor satisfaction

  • By: Staff
  • May 6, 2021 May 6, 2021
  • 13:10
Young business woman working at desk typing on a laptop in office and drinking coffee.

A BMO GAM survey found knowledge gaps as well as interest in environmental, social and governance investing

A new MFDA paper aims to take the mystery out of client vulnerability

Couple calculating financial savings on internet

However, the pandemic motivated some investors to seek advisors