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 June 6, 2022
- 13:10
Active listening and putting returns in historical context can be effective communication strategies
Creating more flexible and inclusive workplaces is critical, said WCM CEO Lara Zink
The lowest monthly gain in a year was likely enough to keep the Fed on track to pursue aggressive policy
Global wealth management revenue dropped 12.5%
Across all segments of the industry, advisor and management shifts are taking place
Regulator aims to get educated on climate concerns for derivatives, commodity markets
Long-running decline needs policy attention, BMO says
Insolvency activity in the 12 months to April was up from last year
Strong growth, increased correlation and interconnection drives rising risk
Rising services prices drove core inflation up too
Firm's systems failed to spot clients who were eligible for cheaper fund series
Cryptoasset ETFs made a comeback despite turmoil in the sector
As inflation outpaces wages, consumption will be curbed, Scotiabank says
Precious metals action calms, while Dow Jones tops 50K
Report calls for action on data gaps, surveillance, leverage
Trade deficit remains unchanged amid shifting tariff policy, Fitch reports
Trust account used in fraud, misappropriation, Law Society finds
Policy failed to cover hedge fund investment that turned out to be a fraud
Firm allegedly touted stocks on social media, while selling its holdings
The honours will be presented Feb. 12, at the association's Embrace the Challenge event
Start with flexibility, tax efficiency, simplicity
Brokers, MGAs, software providers and TPAs set to evolve
Plus, moves at Our Family Office, Harvest ETFs, Manulife Wealth, Canada Life and more
Plus, Wellington-Alus Private Counsel and Ninepoint Partners add new talent
Also, moves at Mackenzie Investments, Edward Jones Canada and the CSA
Plus, National Bank changes diversified equity fund
Net monthly ETF inflows reach $22B in January: report
Plus, other firms launch new products, tweak their fund lineups