Clients’ priorities are shifting. Are you ready?
Advisors may need to review financial plans more as the pandemic forces clients' priorities to change
- By: Mark Burgess
- October 26, 2020 October 26, 2020
- 12:08
Advisors may need to review financial plans more as the pandemic forces clients' priorities to change
The Bank of Canada is overdoing the federal bond buying, a report says
Governance remains the top factor impacting investment decisions
Study estimates that travel restrictions are taking heavy toll on GDP, jobs
StatsCan study aims to capture off-the-book economic activity
Fund assets saw net redemptions of $33 million in September
Technology can help firms and advisors meet changing client expectations
Polls suggest Canadians could incur significant costs during Covid-19
A persistent lack of knowledge about RI offers an opportunity for advisors to help
Bank report offers reasons for optimism
The result supports continued monetary stimulus, economist says
Spending momentum may be hard to sustain, however, economist says
Respondents to a global survey say factor strategies continue to meet or exceed expectations
Online security incidents are widespread but rarely reported to police, StatsCan study
Future generations may bear the costs of Covid-19, the think-tank warns
Canada held its ninth-place ranking in a global pension index
Spike in financing needs driving sustainable segment
Workforce numbers and wages are expected to remain lower
Producers should be feeling better after an improvement from the second quarter
Retail sales finally returned to pre-virus levels
Experts predict the Bank of Canada will continue to focus on inflation targeting
Canadian debt back in demand, domestic investors add U.S. securities