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Keyword: Client relations

198 results found
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

Happy businesswoman handshaking with client closing deal in an office interior with a window in the background

Financial planners need a strong understanding of the behavioural factors that come into play when creating and implementing a financial plan

  • By: Cary List
  • August 23, 2019 November 10, 2019
  • 17:24
senior couple meets with advisor at home

Getting a contact name early can help advisors manage issues before they arise

usiness team in a meeting looking at a sheet of paper

Tips for knowing when you’re in a fiduciary relationship and providing dutiful service

Casual person using tablet to analyse financial dashboard

Three key steps to improve investor engagement and advisor success

Business woman showing stock market financial situation

Research from Cerulli finds clients are more willing to pay for advice than they were a decade ago

  • By: IE Staff
  • April 4, 2019 October 17, 2019
  • 12:36