Client engagement | Investment Executive https://www.investmentexecutive.com/tag/client-engagement/ Canada's news source for financial professionals Tue, 08 Jul 2025 21:11:45 +0000 en-US hourly 1 https://wordpress.org/?v=6.8.3 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Client engagement | Investment Executive https://www.investmentexecutive.com/tag/client-engagement/ 32 32 Majority of clients have concerns about their financial advisor’s succession: study   https://www.investmentexecutive.com/news/majority-of-clients-have-concerns-about-their-financial-advisors-succession-study/ Tue, 08 Jul 2025 20:46:57 +0000 https://www.investmentexecutive.com/?p=514790 Market volatility, state of economy causing some independent advisors to delay their succession plans

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]]> How to help clients navigate ESG disclosures, ratings https://www.investmentexecutive.com/news/products/how-to-help-clients-navigate-esg-disclosures-ratings/ Thu, 05 Jun 2025 21:13:02 +0000 https://www.investmentexecutive.com/?p=511865 Advisors should carefully scan fund disclosures: panel

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]]> A responsible investing ‘service gap’ persists: report https://www.investmentexecutive.com/news/industry-news/a-responsible-investing-service-gap-persists-report/ Fri, 11 Apr 2025 13:47:25 +0000 https://www.investmentexecutive.com/?p=506881 The RIA annual survey highlights need for advisor education, training, panellist suggests

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]]> In the advice industry, it’s all about technology https://www.investmentexecutive.com/inside-track_/susan-silma/in-the-advice-industry-its-all-about-technology/ Tue, 10 Dec 2024 21:00:01 +0000 https://www.investmentexecutive.com/?p=498281 Make the most of tech with these tips for advisors, firms and providers

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]]> Five ways to provide better advice https://www.investmentexecutive.com/news/industry-news/five-ways-to-provide-better-advice/ Mon, 30 Sep 2024 16:17:47 +0000 https://www.investmentexecutive.com/?p=493620 Improve client engagement by understanding human behaviour

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]]> How to help families through death claims https://www.investmentexecutive.com/newspaper_/insurance-guide/how-to-help-families-through-death-claims/ Mon, 13 May 2024 04:11:00 +0000 https://www.investmentexecutive.com/?p=485263 A successful claims process begins at the time of sale, say experienced advisors

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]]> Guiding clients through a CI claim https://www.investmentexecutive.com/newspaper_/insurance-guide/guiding-clients-through-a-ci-claim/ Mon, 13 May 2024 04:00:00 +0000 https://www.investmentexecutive.com/?p=485252 Balancing immediate needs with long-term expenses is key to using the payout effectively

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]]> How Daniel Kahneman’s research influenced financial advice https://www.investmentexecutive.com/news/people/how-daniel-kahnemans-research-influenced-financial-advice/ Wed, 27 Mar 2024 19:30:44 +0000 https://www.investmentexecutive.com/?p=482839 Economist's findings helped advisors understand that people often make irrational decisions

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]]> Annual statements: An unparalleled client engagement opportunity https://www.investmentexecutive.com/inside-track_/susan-silma/annual-statements-an-unparalleled-client-engagement-opportunity/ Wed, 07 Feb 2024 20:00:10 +0000 https://www.investmentexecutive.com/?p=480037 It’s time to think differently about client communications and disclosure documents

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]]> Fewer than 1 in 5 U.S. investors use parents’ advisors https://www.investmentexecutive.com/news/industry-news/fewer-than-1-in-5-u-s-investors-use-parents-advisors/ Tue, 14 Nov 2023 20:47:09 +0000 https://www.investmentexecutive.com/?p=475258 Advisors can build intergenerational relationships to retain clients' children

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