client – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Thu, 01 Feb 2024 20:36:51 +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 – Investment Executive https://www.investmentexecutive.com 32 32 What to know when advising Muslim clients https://www.investmentexecutive.com/building-your-business/client-communications/what-to-know-when-advising-muslim-clients/ Thu, 01 Feb 2024 20:36:51 +0000 https://www.investmentexecutive.com/?p=479698 Challenges include product availability, proper portfolio construction

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]]> In a digital landscape, financial planning relationships matter https://www.investmentexecutive.com/inside-track_/tashia-batstone/in-a-digital-landscape-financial-planning-relationships-matter/ Mon, 11 Dec 2023 20:00:24 +0000 https://www.investmentexecutive.com/?p=476764 Make the most of tech while building trust with clients

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]]> The art of RRIF withdrawals https://www.investmentexecutive.com/newspaper_/building-your-business-newspaper/the-art-of-rrif-withdrawals/ Mon, 13 Nov 2023 05:14:00 +0000 https://www.investmentexecutive.com/?p=474697 Helping your clients decide how much to take out, and when, involves many variables

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]]> What to do with a pension when changing jobs https://www.investmentexecutive.com/newspaper_/building-your-business-newspaper/changing-jobs-changing-pensions/ Mon, 13 Nov 2023 05:07:00 +0000 https://www.investmentexecutive.com/?p=474690 When a client moves to a new employer, decisions about their employee pension plan can have a profound effect

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]]> Clients satisfied with advisors, despite fewer fee and suitability discussions https://www.investmentexecutive.com/news/research-and-markets/clients-satisfied-with-advisors-despite-fewer-fee-and-suitability-discussions/ Thu, 05 Oct 2023 19:37:31 +0000 https://www.investmentexecutive.com/?p=472668 IFIC's annual investor poll found fewer investors are relying on advisors for fund purchases

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]]> Championing improved investor outcomes https://www.investmentexecutive.com/inside-track_/andymitchell/championing-improved-investor-outcomes/ Mon, 28 Aug 2023 19:00:26 +0000 https://www.investmentexecutive.com/?p=470746 IFIC outlines current initiatives, from supporting CIRO to surveying investors

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]]> Working with a financial planner boosts household resilience: study https://www.investmentexecutive.com/news/industry-news/working-with-a-financial-planner-boosts-household-resilience-study/ Wed, 19 Jul 2023 18:16:31 +0000 https://www.investmentexecutive.com/?p=468894 Research commissioned by FP Canada and IQPF measured Canadians' ability to get through financial hardships

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]]> Do the math before using credit card loyalty points toward mortgages https://www.investmentexecutive.com/news/industry-news/do-the-math-before-using-credit-card-loyalty-points-toward-mortgages/ Thu, 29 Jun 2023 17:06:12 +0000 https://www.investmentexecutive.com/?p=468150 At RBC, one-quarter of customers use points for mortgage, credit card payments

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]]> B.C. team wants to return millions to rightful owners https://www.investmentexecutive.com/news/industry-news/b-c-team-wants-to-return-millions-to-rightful-owners/ Thu, 18 May 2023 16:41:28 +0000 https://www.investmentexecutive.com/?p=465786 Organization reunites people with unclaimed money in old bank accounts

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]]> Don’t let client onboarding be a first date disaster https://www.investmentexecutive.com/inside-track_/susan-silma/dont-let-client-onboarding-be-a-first-date-disaster/ Wed, 26 Apr 2023 19:00:32 +0000 https://www.investmentexecutive.com/?p=464463 Outdated processes can ruin client relationships before they begin

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