Client engagement

Quarter of Canadians looking to cash out investments, survey finds

Market Insights

Quarter of Canadians looking to cash out investments, survey finds

Lower- and middle-income clients, as well as older ones, were more likely to want to sell

By Leah Golob, The Canadian Press |October 4, 2022

3 min read

Asking the right questions with clients

Planning and Advice

Asking the right questions with clients

Including clients in a solution will strengthen relationships

By Daniel Calabretta |October 4, 2022

2 min read

Perceived value of financial advice rebounds, but still lower than in 2020

Industry

Perceived value of financial advice rebounds, but still lower than in 2020

Mutual fund and ETF investors view the advice they receive differently, IFIC survey finds

By Melissa Shin |October 3, 2022

2 min read

AdvisorFlow enhances its digital platform

Industry

AdvisorFlow enhances its digital platform

The fintech has partnered with Equisoft to accelerate collection of client data

By Staff |September 29, 2022

1 min read