Client engagement – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Wed, 27 Mar 2024 19:42:28 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.3 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Client engagement – Investment Executive https://www.investmentexecutive.com 32 32 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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]]> AI tools for financial advisors are already here https://www.investmentexecutive.com/news/industry-news/ai-tools-for-financial-advisors-are-already-here/ Thu, 28 Sep 2023 17:22:06 +0000 https://www.investmentexecutive.com/?p=472330 From meeting prep to constructing financial plans, here's how advisors are making use of new tech

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]]> Clients may be more open to discussing serious illness planning than death planning https://www.investmentexecutive.com/news/industry-news/clients-may-be-more-open-to-discussing-serious-illness-planning-than-death-planning/ Tue, 26 Sep 2023 20:29:44 +0000 https://www.investmentexecutive.com/?p=472237 Help clients prepare for a serious illness

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]]> So you want to start a podcast https://www.investmentexecutive.com/news/people/so-you-want-to-start-a-podcast/ Mon, 25 Sep 2023 20:12:34 +0000 https://www.investmentexecutive.com/?p=472186 Two portfolio managers explain why their podcast has run successfully for more than five years

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]]> Help clients get value from tax prep services https://www.investmentexecutive.com/insight/columns/help-clients-get-value-from-tax-prep-services/ Wed, 23 Aug 2023 19:00:31 +0000 https://www.investmentexecutive.com/?p=470491 Amid automatic tax filing, a proactive approach is required

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]]> Survey shows employers, workers might be aligning on hybrid work https://www.investmentexecutive.com/news/research-and-markets/survey-shows-employers-workers-might-be-aligning-on-hybrid-work/ Mon, 14 Aug 2023 20:52:57 +0000 https://www.investmentexecutive.com/?p=470074 Companies have now spent years ensuring employees can complete their duties both in-office and remotely

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]]> Almost half of Canadian investors plan to switch advisors: survey https://www.investmentexecutive.com/news/research-and-markets/almost-half-of-canadian-investors-plan-to-switch-advisors-survey/ Thu, 06 Jul 2023 20:48:38 +0000 https://www.investmentexecutive.com/?p=468482 After a volatile year in markets, more clients say they're willing to work with multiple providers

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]]> Clients want to save for kids’ education but don’t know how https://www.investmentexecutive.com/news/research-and-markets/clients-want-to-save-for-kids-education-but-dont-know-how/ Tue, 06 Jun 2023 17:58:15 +0000 https://www.investmentexecutive.com/?p=466922 Canadian parents value post-secondary learning but face challenges saving for it, poll suggests

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