Skip to Content
↵ENTER
Skip to Menu
↵ENTER
Skip to Footer
↵ENTER
  • CE Corner
  • Webinars
  • Soundbites
Investment Executive
  • Log in
  • Subscribe

Prepare clients for their year-end statements

  • Share
  • Facebook
  • LinkedIn
  • Twitter
  • Mail to a fried
  • Print
  • News
    • Industry News
    • From the Regulators
    • People
    • Products
    • Research and Markets
  • Report Cards
  • Insight
    • Editorials
    • Columns
    • Letters to the Editor
  • In Depth
    • Special Reports
    • Report Cards
    • Magazines
    • Partner Reports
    • Expert Advice
  • Inside Track
  • Brand Knowledge
  • Newspaper
  • Tools
    • CE Corner
    • Webinars
    • For Your Clients
    • Partners’ Place
    • Soundbites
Home Building Your Business Client Communications Prepare clients for their year-end statements

Prepare clients for their year-end statements

  • By: Dan Richards
  • January 12, 2009 November 17, 2019
  • 10:03
  • Share
  • Facebook
  • LinkedIn
  • Twitter
  • Mail to a fried
  • Print
Dan Richards
Share this article and your comments with peers on social media
  • Facebook
  • LinkedIn
  • Twitter

Every day, get the financial news that matters in your inbox.

Tools

Webinars

    The Case for Private Markets: The Strategic Role of Alternatives in Today’s Portfolios

    The Case for Private Markets: The Strategic Role of Alternatives in Today’s Portfolios Two men in front of a mountain and forest landscape.

    Federal Budget 2025: Webinar with Jamie Golombek

    Federal Budget 2025: Webinar with Jamie Golombek Parliament building and Canadian flag.
CE Corner For Your Clients Events

Latest news In Client Communications

What to know when advising Muslim clients

Challenges include product availability, proper portfolio construction

  • By: Jonathan Got
  • February 1, 2024 February 1, 2024
  • 15:36

The slow work of converting social media followers to clients

Committing to a platform and showing your personality can help with prospecting

  • By: Mark Burgess
  • September 22, 2023 September 22, 2023
  • 08:35

How financial advisors dealt with the SVB collapse

Amid the turmoil, some advisors seized buying opportunities and proactively comforted clients

  • By: Michelle Schriver
  • March 17, 2023 March 22, 2023
  • 16:22

Advisors need to help clients find purpose in retirement

Promoting personal interests can persuade clients to commit to a retirement plan, says CEO of career transition organization

  • By: Daniel Calabretta
  • September 9, 2022 September 9, 2022
  • 11:04

Today's top stories

Barry McInerney’s reset

The former financial services CEO left his mark — and he’s not done yet

  • By: Kevin Press
  • November 11, 2025 November 11, 2025
  • 12:16

Opinion: Advisor incorporation and the retail investor

The proposal has national implications — CIRO should work on this with the CSA

  • By: Ken Kivenko
  • November 11, 2025 November 11, 2025
  • 14:42

Tokenization raises new risks, with familiar ones

Novel legal, operational, market risks may arise alongside innovation: IOSCO

  • By: James Langton
  • November 11, 2025 November 11, 2025
  • 15:18

Advisor chargebacks are bad for the industry

The CSA is considering a ban on the practice

  • By: IE Staff
  • November 11, 2025 November 11, 2025
  • 12:14
  • News
  • Industry News
  • From the Regulators
  • People
  • Products
  • Building Your Business
  • Client Communications
  • Practice Management
  • Financial Planning
  • In Depth
  • Special Reports
  • Report Cards
  • Magazines
  • Partner Reports
  • Insight
  • Editorials
  • Columns
  • Letters to the Editor
  • Inside Track
  • Tools
  • Brand Knowledge
  • Newspaper
  • Newspaper newspaper image Investment Executive November 2025 final cover
  • Free Subscription
  • Investment Executive - Our sister brands Investment Executive - Our sister brands
  • Finance Investissement Finance Investissement
  • Advisor.ca Advisor.ca
  • Conseiller.ca Conseiller.ca
  • About Us
  • Contact Us
  • Reprints and Permissions
  • Advertise
  • Statement of Ethics
  • Terms of Use
  • Privacy Policy
  • Accessibility
  • AI Policy
Newcom Media

© Newcom Media Inc.

We use cookies to make your website experience better. By accepting this notice and continuing to browse our website you confirm you accept our Terms of Use & Privacy Policy.

read more >>