Advisor – Advisor's Edge https://phoenix.advisor.ca The best news source for Canadian financial advisors. Investments, financial markets, insurance, practice management, tax and estate planning Tue, 10 Oct 2023 15:56:41 +0000 en-CA hourly 1 https://wordpress.org/?v=5.9.3 https://phoenix.advisor.ca/wp-content/uploads/sites/5/2018/05/cropped-advisor-ico-32x32.png Advisor – Advisor's Edge https://phoenix.advisor.ca 32 32 OSC grapples with promise, risks of AI https://phoenix.advisor.ca/news/industry-news/osc-grapples-with-promise-risks-of-ai/ Tue, 10 Oct 2023 15:56:41 +0000 https://www.advisor.ca/?p=231605 Report finds the technology is being used to segment clients and generate insights

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]]> Investors relying less on advisors for fund purchases: IFIC poll https://phoenix.advisor.ca/news/industry-news/investors-relying-less-on-advisors-for-fund-purchases-ific-poll/ Thu, 05 Oct 2023 19:39:38 +0000 https://www.advisor.ca/?p=231531 Clients satisfied with advisors, despite fewer fee and suitability discussions

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]]> Taking clients from “fine” to “flourishing” https://phoenix.advisor.ca/news/industry-news/taking-clients-from-fine-to-flourishing/ Fri, 29 Sep 2023 16:20:52 +0000 https://www.advisor.ca/?p=231301 With a new approach to monitoring, advisors can deepen connections and help clients set and achieve new goals

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]]> FP Canada calls for fee fairness under title protection https://phoenix.advisor.ca/news/industry-news/fp-canada-calls-for-fee-fairness-under-title-protection/ Tue, 26 Sep 2023 19:48:27 +0000 https://www.advisor.ca/?p=231142 FSRA's fee rule for credentialing bodies exempts CIRO from full costs

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]]> The slow work of converting social media followers to clients https://phoenix.advisor.ca/my-practice/technology/the-slow-work-of-converting-social-media-followers-to-clients/ Fri, 22 Sep 2023 12:33:25 +0000 https://www.advisor.ca/?p=231025 Committing to a platform and showing your personality can help with prospecting

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]]> Positioning your book for a sale https://phoenix.advisor.ca/news/industry-news/positioning-your-book-for-a-sale/ Thu, 21 Sep 2023 19:45:07 +0000 https://www.advisor.ca/?p=231005 There's more than one approach to advisor succession

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]]> Amid inflation, Canadians cut costs but not big goals: poll https://phoenix.advisor.ca/news/industry-news/amid-inflation-canadians-cut-costs-but-not-big-goals-poll/ Tue, 19 Sep 2023 17:54:31 +0000 https://www.advisor.ca/?p=230907 Despite concerns about saving, only 13% of respondents recently consulted an advisor

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]]> Addressing advisors’ misguided beliefs https://phoenix.advisor.ca/my-practice/continuing-education/addressing-advisors-misguided-beliefs/ Tue, 19 Sep 2023 14:51:17 +0000 https://www.advisor.ca/?p=230827 Opinion: Here are three ideas to promote evidence-based practices

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]]> IG Wealth launches advisory service for business owners https://phoenix.advisor.ca/news/industry-news/ig-wealth-launches-advisory-service-for-business-owners/ Fri, 15 Sep 2023 18:35:05 +0000 https://www.advisor.ca/?p=230813 Led by David Turnbull, new service to provide transaction-based consulting services for mid-sized companies

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]]> Getting to the bottom of dementia, PoA concerns https://phoenix.advisor.ca/my-practice/conversations/getting-to-the-bottom-of-dementia-poa-concerns/ Wed, 13 Sep 2023 21:26:16 +0000 https://www.advisor.ca/?p=230527 In a hypothetical scenario, a client and power of attorney are at odds

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