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What to do when a client leaves

Finding the reason can help an advisor improve their practice

HALFPOINT / ISTOCKPHOTO WITH FILES FROM ANNA GRIGORJEVA / 123RF STOCK PHOTO; ICONS: 123RF STOCK PHOTO

Getting to the bottom of dementia, PoA concerns

In a hypothetical scenario, a client and power of attorney are at odds

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How to protect older investors from digital fraud

Setting up verification methods with clients can help prevent them from being fleeced

Growth

When (you’re told) a new client wants a complicated investment strategy

Inheriting a client doesn’t mean cutting corners with KYC

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How to conduct a great job interview

Tips for identifying the right assistant or associate

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How to improve responsible investing conversations with clients

There’s more to ESG discussions than asking investors what they want to avoid

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Clients want to save for kids’ education but don’t know how

Canadian parents value post-secondary learning but face challenges saving for it, poll suggests

  • By: Staff
  • June 6, 2023 June 6, 2023
  • 13:52
Business Team Meeting Discussion Connection

How to manage an advisory team

Financial advisors aren't often trained to manage people, but it's an important part of running of a practice

When your child isn’t fit to be your successor

Realizing the person you want to take over your practice isn't qualified can be a dramatic moment. How should you handle it?

Megaphone

Investors flock to loudest, least skilled voices on social media, finds research

A new paper on finfluencers examines the "wisdom of the anti-skilled crowd"

young couple meeting with advisor

Client satisfaction tumbles with markets: J.D. Power

Lack of personalized advice created a void filled by negative returns, the latest survey says

  • By: Staff
  • May 2, 2023 May 2, 2023
  • 10:52

Mother considers assisted dying upon Alzheimer’s diagnosis

What's the advisor's role?

Bruce Eccles

Client Confidential: Bruce Eccles

A retired entrepreneur talks portfolio mechanics

doors

Fintech in focus: d1g1t

Founder moves from solving math problems to advisor problems

rollercoaster

Saving clients from the emotional roller-coaster

A Q&A with advisor and author Coreen Sol

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What role that doesn’t currently exist in wealth management may we see in the next 10 years?

We asked four professionals

Advisor's Edge last issue cover

This isn’t an obituary

The demise of the financial advice industry has been predicted frequently over the past quarter century. But you’re still here — and so are we.

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Can advisors be finfluencers too?

Finding opportunities on social media

risk management

Firing a client who wants too much risk

A hypothetical advisor faces performance pressure

Businessman working on Desk office business

As markets roil, advisors toil: how you handled the SVB fallout

Amid fraught headlines, here's how financial advisors served clients this week

Senior Couple With Financial Advisor At Home

Different approach to planning can build relationships with female clients

Why the industry needs more female advisors

Grandfather reading the book next to grandson with tablet

Keeping the cost of death down

Planning helps clients avoid overspending on funerals, burials

retirement planning

Most Canadian snowbirds winging it financially: CIBC poll

Despite economic concerns, respondents didn't speak to a financial professional

  • By: Staff
  • February 2, 2023 February 2, 2023
  • 11:49

How to help clients cope with inflation

Advisors can help clients build confidence and financial well-being

Businesswoman smiles while showing a document to a male associate

Strategies for clients struggling with inflation

Advisors can help clients with debt and long-term goals