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Keyword: Client education

29 results found
Close-up Of Businesswoman Stopping The Effect Of Domino With Hand

Consumer confidence is key to drive behaviour

client meeting

Don’t fall for clients’ demands for unsuitable investments

tax penalty

Investors who make honest mistakes can receive harsh penalties from the CRA

Help clients identify companies with meaningful purpose

confused man

An expert panel urged advisors to strictly adhere to a code of ethics


The activities are part of investor education month and world investor week

  • By: IE Staff
  • September 29, 2021 September 29, 2021
  • 13:04
Keeping connected through uncertain times

FINRA seeks input on reaching meme stock traders and other novices

stressed young couple worries about their finances

Research recommends tackling financial stress by enhancing education and savings


It's all fun and games until someone loses their shirt

Block letters spelling fraud, with magnifying glass

New research proposes grassroots, disruptive tactics, as repeat victims tend to ignore traditional warnings