Keyword: Client engagement

1113 results found
Diverse People Studying Students Campus Concept

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

  • By: Staff
  • June 6, 2023 June 6, 2023
  • 13:52
International business network with connected lines, worldwide communication for internet of things, finance, trading, blockchain and web technologies, concept wit businessman using tablet computer (International business network with connected lines,

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

young couple meeting with advisor

Lack of personalized advice created a void filled by negative returns, the latest survey says

  • By: Staff
  • May 2, 2023 May 2, 2023
  • 10:52
Advisor meeting with clients

Fees and disappointing returns are rarely deal breakers

risk management

A hypothetical advisor faces performance pressure

Internet service technology

Planning software helps with client engagement

Businessman working on Desk office business

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

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