Client engagement

Planning and Advice

How to talk to clients about debt

A holistic approach to clients’ finances can help them prepare for interest-rate hikes and get out of debt faster

By Daniel Calabretta |June 10, 2022

4 min read

Planning and Advice

Coaching clients through a volatile market

Active listening and putting returns in historical context can be effective communication strategies

By Daniel Calabretta |June 6, 2022

3 min read

Advisor's Edge

Why wealth managers are assessing clients’ personalities

In a more competitive market, insight into a client’s thinking can provide an edge

By Mark Burgess |May 9, 2022

11 min read

Industry

Full-service firms fall short on holistic advice: J.D. Power

Plus, find out how your firm rated on overall investor satisfaction

By Staff |May 5, 2022

2 min read

Industry

Trust in financial services at all-time high, study suggests

However, gaps remain between what's important to retail investors and how well advisors are delivering

By Daniel Calabretta |April 21, 2022

2 min read

Industry

Next generation ready to track goals, invest

Younger Canadians are financially engaged but may lack investment know-how, a BMO survey suggests

By Staff |April 6, 2022

2 min read

Advisor's Edge

Total cost reporting is coming

Five years into CRM2, the cracks are showing

By Mark Burgess |March 14, 2022

7 min read

Advisor's Edge

When a client request raises red flags

Thorough KYC lays the groundwork for advisory action

By Michelle Schriver |March 14, 2022

3 min read

Advisor's Edge

Empathy with clients led to more pandemic stress for female advisors: study

A high degree of empathy can also lead to burnout, the paper said

By Mark Burgess |March 8, 2022

3 min read

Planning and Advice

Tips for surviving next year’s RRSP season

If you've been overwhelmed over the past month, two financial advisors offer ideas for improving your experience in 2023

By Daniel Calabretta |February 24, 2022

3 min read

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