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Keyword: Client

308 results found
Serious looking couple, ages 40-55, receives financial advice.

Emotions can run high amid quick corrections, advisor says

  • By: Katie Keir
  • December 2, 2021 December 2, 2021
  • 15:03
chess pieces facing an easy ladder and an impossible ladder

OSC head expressed concern about banks' response to the client-focused reforms

Damaged roadway

U.S. firms continue to put their own interests ahead of clients' interests, regulators say

Conquering adversity

A gap exists between knowledge and confidence, and education efforts aim to help

identity fraud

Advisors share how they respond to unusual email

panic sell

New research looks to identify panic sellers early

Gary Kirkham and his wife Chea

"Dealing with our financial advisor was very uncomfortable"

risk management

Investors cannot be solely deemed conservative, moderate or aggressive

  • By: Mark Yamada
  • November 2, 2021 November 2, 2021
  • 12:30
suit up

The requirement to put clients’ interests first “reinforces the importance of suitability”

Bull and Bear

Positive advisor sentiment increased for Canadian equities, natural gas, crude

  • By: Staff
  • October 28, 2021 October 28, 2021
  • 12:46