Countering the alarming headlines as volatility returns
Data suggest a dark side to the Canadian economy
We ask three clients
Advisors get proactive and creative
If your client is struggling with investment anxiety, you can help. Read: Investors want more from advisors: survey A BCSC investor poll says more than a third of respondents (39%) don’t read their investment statements because doing so causes them anxiety. Further, 36% say they feel overwhelmed when trying to make investment decisions. But, in […]
But find out what almost one-half of clients are too shy to ask you
Practical tips for advisors to implement
If you’re not a smart beta whiz, you’re not alone. An FTSE Russell advisor survey finds that only 35% of advisors (in Canada, the U.K. and the U.S.) say they’re “very familiar” with smart beta strategies. For Canadian and U.S. advisors, not knowing enough about smart beta strategies is the main reason cited for not […]
Find out what advisors are excited about and cautious on
When Ottawa announced changes to EI parental leave benefits last year that will allow new mothers to receive benefits for 18 months, Heather Wilson was excited about the possibility of spending more time with her baby. But after digging into the changes, Wilson and her husband are probably going to stick with the 12-month option. […]