Advisors and firms are well positioned to instil investor confidence
FP Canada releases its latest financial stress index
Fulfil your KYC obligations without infringing on client privacy
“Companies are going to have to and want to change with the times,” says financial advisor
Use these tips to meet their expectations
Duane Ledgister likes alternatives for his business-owner clients
Use these strategies to strengthen client relationships
Trixie Rowein made a special effort to keep in touch with clients during the pandemic while remaining active with local charities
Assumptions based on gender, age, race and socioeconomic background can affect the way you assess clients’ goals
Clients with cash may consider "selectively" buying the dip, but advisors warn against market timing