Suitability takes on new meaning with client-focused reforms
Advisors must “put the client’s interest first” when making a recommendation
- By: Susan Silma
- July 14, 2021 July 14, 2021
- 14:46
Latest news in Susan Silma
How well do you know the products you recommend?
New KYP requirements put the spotlight on firm and advisor product knowledge
- By: Susan Silma
- May 19, 2021 May 19, 2021
- 15:30
How enhanced KYC requirements are changing client conversations
You can build stronger relationships with clients by implementing new requirements now
- By: Susan Silma
- March 24, 2021 March 24, 2021
- 15:00
How to talk to clients about the client-focused reforms
Educate and empower clients with information that matters to them
- By: Susan Silma
- January 27, 2021 March 24, 2021
- 15:49
Value for fees: What investors now expect from their advisors
Changing investor expectations create new opportunities for advisors
- By: Susan Silma
- November 4, 2020 November 4, 2020
- 15:58
From crisis to opportunity
How you can provide value for clients in a changing world
- By: Susan Silma
- September 9, 2020 September 9, 2020
- 20:16
Are clients ready for what’s next?
How you can help clients be better prepared for the unexpected
- By: Susan Silma
- July 15, 2020 July 15, 2020
- 15:54
The future of client relationships post-lockdown
Four positives that may come out of the pandemic
- By: Susan Silma
- May 21, 2020 May 21, 2020
- 18:28
What to do about market scares? Help your clients manage their fears
How to help clients avoid panic and stay focused on the long term
- By: Susan Silma
- March 24, 2020 March 24, 2020
- 16:07
5 ways you can increase client engagement during RRSP season
Take the time to help your clients become more financially literate. It’s worth it — for you and for them.
- By: Susan Silma
- January 29, 2020 January 29, 2020
- 15:25
Client-focused reforms: How advisors can turn regulation into opportunity
Advisors can deliver better outcomes for their clients by getting ahead of their regulatory obligations
- By: Susan Silma
- November 20, 2019 November 20, 2019
- 14:59
Helping clients understand what they’re paying for advice
Advisors can build trust with clients by explaining fees
- By: Susan Silma
- September 25, 2019 November 11, 2019
- 15:42
Protect your vulnerable clients while protecting yourself
How advisors can guard their vulnerable clients from financial exploitation and avoid the risk of regulatory action
- By: Susan Silma
- July 24, 2019 November 11, 2019
- 17:09
Is technology encouraging short-term thinking in clients?
For clients, information on their investments is now just a click away. Advisors can help minimize their overreaction to market movements.
- By: Susan Silma
- May 22, 2019 November 11, 2019
- 17:30
Focus on people, not just products
Increase engagement by focusing on your client’s goals rather than only the details of their investments
- By: Susan Silma
- March 20, 2019 November 11, 2019
- 15:50
Improve client engagement with technology
Advisors could use technology to make necessary processes less cumbersome and more understandable for clients
- By: Susan Silma
- January 24, 2019 November 11, 2019
- 06:00
Do the right thing for your clients
Advisors should use the proposed client-focused reforms as an opportunity to strengthen relationships with clients
- By: Susan Silma
- November 22, 2018 November 11, 2019
- 06:00
Help your clients make better decisions
Behavioural economics provides a framework for advisors to help direct clients to make decisions consistent with their long-term goals
- By: Susan Silma
- September 27, 2018 November 11, 2019
- 06:00
CSA’s proposed reforms could have major implications
There are key steps advisors can take now to be ahead of the game and deliver better outcomes for clients
- By: Susan Silma
- July 26, 2018 November 11, 2019
- 06:00
Balancing compliance with the client experience
There are various steps advisors can take to ensure a positive client experience while still being compliant
- By: Susan Silma
- May 31, 2018 November 11, 2019
- 06:30