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Keyword: Value of advice

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As a new survey reveals that investors have trust their advisors, proper steps need to be taken to ensure advisors are allowed to thrive

HNW clients' increasing wealth provides more opportunities for financial advisors and their firms

  • By: Leah Golob
  • October 13, 2017 October 13, 2017
  • 00:55
2017 IFIC/Pollara Survey: Key take-aways for advisors

Ross Kappele shares key findings from a recent survey of Canadian investors

Advisors urged to embrace change

Judy Goldring, executive vice president and chief operating officer, AGF Management Ltd., discusses disruption in the mutual fund industry and the need for advisors to respond to changing client demands while being challenged by regulatory uncertainty. She spoke from the IFIC annual leadership conference in Toronto.

Fear of financial loss limits investors’ opportunities: study

Investors are open to alternative investments and want greater exposure to ESG, but need the right advice on strategies

  • By: Leah Golob
  • September 26, 2017 December 19, 2017
  • 16:15
Asking for referrals: pick up the phone

There’s great trust in advisors as more than half of investors surveyed said they would follow their advisors if they switched firms

  • By: Leah Golob
  • September 26, 2017 December 19, 2017
  • 13:20
The secret of client retention

The OSC survey also finds that many Ontarians are planning to use their homes to help fund their retirements

Although there's a high level of trust in banks, clients also say that they don't like feeling sales pressure from bank employees

  • By: Paul Brent
  • September 21, 2017 December 18, 2017
  • 23:55
Investors are fine with trailer fees, survey says

However, the two parties find common ground on global investing and key wealth-management services

  • By: Leah Golob
  • September 18, 2017 December 19, 2017
  • 15:30
Investors are fine with trailer fees, survey says

If advisors charge investors directly, 24% of survey respondents say they would be less likely to use an advisor