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Keyword: Client relations

203 results found
client meeting

New KYP requirements put the spotlight on firm and advisor product knowledge

online investing

High trading volumes are making life difficult for quants and active managers

woman texting

Clients may prefer communicating via texts, but be careful about the information you exchange

  • By: Leah Golob
  • February 22, 2021 February 24, 2021
  • 00:06

Tips for refocusing and reframing after a tumultuous year

man floating in air, rug pulled out from beneath him

Your client is a couple years away from retirement and just lost their job. Now what?

Senior couple planning a holiday

Comment letters to the CSA proposal lay out risks to the client-advisor relationship

Female advisor meeting with male client at hotel lobby

Will the outlook change when federal subsidies end?

Cropped shot of a cheerful elderly woman hugging her husband who's in a wheelchair at home during the day

The CSA framework is an important first step, but more details are required, writes the vice president of IIAC

Team project work Analyze reports plans, papers, documents, statistics calculations

CFA Institute survey details the factors that can help advisors build better relationships

  • By: IE Staff
  • May 6, 2020 May 6, 2020
  • 11:22
Female advisor meeting with male client at hotel lobby

Studies show investors are largely satisfied with the advice they receive