The OSC and AMF will participate in the week-long campaign
For clients, information on their investments is now just a click away. Advisors can help minimize their overreaction to market movements.
Long-term investment portfolio values and retirement goals can suffer when your clients follow market irrationality
The provincial regulators placed significant efforts through video and other campaigns to make investors aware of these growing issues
The initiative, to be known as World Investor Week, will feature regulators around the world launching investor-focused campaigns in October
Keeping clients informed helps ensure loyalty
There are various resources in place to help clients learn more about the importance of receiving good advice that’s provided by professional, licensed advisors
Details such as greetings, introductions and evaluations help ensure your client seminars have lasting impact
Presentations educate clients, simplify the planning experience
Insufficient knowledge about investing cited as a top barrier to financial freedom