Keyword: Client engagement

145 results found
Worried Young Couple Lying On Carpet Calculating Their savings, planning future, retirement fund

An investment plan does not equal a financial plan

  • By: Katie Keir
  • October 26, 2022 October 26, 2022
  • 13:37
Businessman calculating and checking articles of agreemen

A client scenario shows the importance of inquiring about assets you don’t administer

African businessman holding letter reading bad bank news about debt

Lower- and middle-income clients, as well as older ones, were more likely to want to sell

  • By: Leah Golob
  • October 4, 2022 October 4, 2022
  • 12:56
Data protection concept. GDPR. EU. Cyber security. Business man using mouse computer with padlock icon and internet technology network on blue background.

Tech can help protect firms and advisors against two key risks

Hand holding a light bulb

As clients evolve, so must advisory services

  • By: Rod Burylo
  • September 7, 2022 September 7, 2022
  • 09:41
usiness team in a meeting looking at a sheet of paper

Advisors and firms are well positioned to instil investor confidence

Worried Young Couple Lying On Carpet Calculating Their savings, planning future, retirement fund

FP Canada releases its latest financial stress index

  • By: IE Staff
  • June 7, 2022 June 7, 2022
  • 13:43
young woman with question mark on a gray background

Fulfil your KYC obligations without infringing on client privacy

Rear view of traffic jam with breaklights showing

“Companies are going to have to and want to change with the times,” says financial advisor

female advisor shaking hands with a young couple

Use these tips to meet their expectations