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Keyword: Value of advice

120 results found
advisor client technology

There are more tech tools than ever before, but clients still value the human touch

  • By: Katie Keir
  • March 22, 2021 March 19, 2021
  • 00:07
Happy businesswoman handshaking with client closing deal in an office interior with a window in the background

Plans for RRSP contributions remain consistent despite the pandemic

  • By: IE Staff
  • January 20, 2021 January 20, 2021
  • 13:16
face mask covid19

Editorial: The consequences of disregarding expertise have become evident

  • By: IE Staff
  • December 14, 2020 December 10, 2020
  • 00:02
advisor with client

There are more advisors — and more consumers receiving advice — following major reforms

Businessman Walk Over Cliff Gap Risk Mountain Balancing Flat Illustration

ASIC launches a consultation on the short supply of affordable advice

advisor with client

Since 2016, the proportion of mutual funds in fee-based accounts increased by 53%

Sad couple with problems talking in a marriage counseling

A report from Prosper Canada says that households in precarious financial situations have few options for obtaining financial advice

  • By: IE Staff
  • November 10, 2020 November 10, 2020
  • 06:01
Sad couple with problems talking in a marriage counseling

Most rated the advice they received positively, but a significant minority of clients weren't impressed

Partners discussing new plans

People who use an advisor have more savings and contribute more to the economy, according to a report

Partners discussing new plans

Comprehensive wealth management can result in value of 2.88%

  • By: IE Staff
  • May 7, 2020 May 7, 2020
  • 09:00