Advisors will also need to use technology to improve productivity and free up time to spend with clients, survey finds
Study finds that those who experience financial stress and lacking in confidence are less likely to seek financial help
Advisors need to be aware of clients in the “switch zone”
Manulife Bank report reveals that those who work with a financial advisor are in better financial shape and better prepared to deal with an unexpected expense
New research released in the lead-up to Financial Planning Week
New report looks to gauge what investors think about their financial advisors and whether those opinions may change in the near future
New BCSC study finds that advisors have a role in encouraging good investment behaviour among their clients
The provincial government is reviewing FSCO’s and DICO’s mandates as well as the regulatory framework for financial planning
New BlackRock survey suggests that financial advice could go a long way in helping Canadians plan for their retirement properly
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains why August’s plunging markets were an opportunity for advisors to demonstrate their value to clients, and discusses how to set up a communications plan for the next bout of financial turmoil.