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Keyword: Client engagement

1100 results found

Regulator's reviews uncover shortcomings in brokers' Reg BI compliance

man checking stocks on newspaper and tablet

FAIR Canada research finds investors worry about fees and suitability, and aren't confident in regulatory protections

  • By: Staff
  • January 24, 2023 January 24, 2023
  • 17:26

Advisors can help clients build confidence and financial well-being

Digital Signature stock photo

A welcome industry development gets a critical assessment

Multinational group of cheerful students studying in the university library

This generation brings a different approach to work

  • By: Todd Humber
  • November 30, 2022 November 29, 2022
  • 09:00

At FP Canada's annual conference, Ellen Bessner outlined red flags to identify and mitigate

Business Communication Connection People Concept

Advisors' questions can influence how much clients share and how comfortable they are

  • By: Katie Keir
  • November 23, 2022 November 23, 2022
  • 14:08

Tips from those who made the transition

  • By: Todd Humber
  • November 16, 2022 November 16, 2022
  • 09:15
senior long-term care

Care needs, living benefits were topics at IFB’s fall summit


After recent turmoil, clients may be more willing to consider high-risk events