Value of advice – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Thu, 16 Nov 2023 20:44:05 +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 Value of advice – Investment Executive https://www.investmentexecutive.com 32 32 OSC priorities include lifting limitations on advice https://www.investmentexecutive.com/news/from-the-regulators/osc-priorities-include-lifting-limitations-on-advice/ Thu, 16 Nov 2023 20:44:05 +0000 https://www.investmentexecutive.com/?p=475492 Regulators to explore the regulation, provision of advice online

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]]> Many clients adjusting financial plans as they struggle with monthly costs https://www.investmentexecutive.com/news/research-and-markets/many-clients-adjusting-financial-plans-as-they-struggle-with-monthly-costs/ Mon, 06 Nov 2023 21:52:26 +0000 https://www.investmentexecutive.com/?p=474616 Survey shows the effects of inflation and higher borrowing costs

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]]> Value of a Canadian financial advisor rose in 2022 https://www.investmentexecutive.com/news/research-and-markets/value-of-a-canadian-financial-advisor-rose-in-2022/ Mon, 12 Jun 2023 20:17:32 +0000 https://www.investmentexecutive.com/?p=467218 Behavioural coaching once again added the most value

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]]> Does growth in self-managed accounts defy need for advice? https://www.investmentexecutive.com/inside-track_/ian-russell/does-growth-in-self-managed-accounts-defy-need-for-advice/ Mon, 16 Jan 2023 20:00:55 +0000 https://www.investmentexecutive.com/?p=458654 Tech, profound shocks have changed investor behaviour

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]]> Financial advice and the resilient investor https://www.investmentexecutive.com/inside-track_/paul-bourque/financial-advice-and-the-resilient-investor/ Wed, 23 Nov 2022 20:00:04 +0000 https://www.investmentexecutive.com/?p=456220 Advisors play an important role in enhancing resiliency

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]]> Challenges faced by small biz require support https://www.investmentexecutive.com/news/research-and-markets/challenges-faced-by-small-biz-require-support/ Thu, 20 Oct 2022 18:45:54 +0000 https://www.investmentexecutive.com/?p=453889 More financing and advice is needed, a Scotiabank report suggests

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]]> Help clients navigate emotions when making investment decisions https://www.investmentexecutive.com/news/help-clients-navigate-emotions-when-making-investment-decisions/ Thu, 06 Oct 2022 13:00:45 +0000 https://www.investmentexecutive.com/?p=453023 Being empathetic and sharing facts can keep clients grounded during tough times

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]]> Vacation tips for advisors https://www.investmentexecutive.com/news/industry-news/vacation-tips-for-advisors/ Mon, 08 Aug 2022 17:36:38 +0000 https://www.investmentexecutive.com/?p=449168 To ease client worries, advisors may need to be responsive in case of emergencies

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]]> DIY trend seen fuelling demand for advisors https://www.investmentexecutive.com/news/research-and-markets/diy-trend-seen-fuelling-demand-for-advisors/ Tue, 22 Feb 2022 20:51:48 +0000 https://www.investmentexecutive.com/?p=439828 A report from Greenwich says technology makes investing more accessible but no less complex

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]]> Helping clients make decisions in tumultuous times https://www.investmentexecutive.com/news/industry-news/helping-clients-make-decisions-in-tumultuous-times/ Thu, 13 Jan 2022 21:47:15 +0000 https://www.investmentexecutive.com/?p=437416 For clients making life changes during Covid-19, advisors are providing clarity

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