Being empathetic and sharing facts can keep clients grounded during tough times
Lower- and middle-income clients, as well as older ones, were more likely to want to sell
Including clients in a solution will strengthen relationships
Mutual fund and ETF investors view the advice they receive differently, IFIC survey finds
The fintech has partnered with Equisoft to accelerate collection of client data
European regulators warn industry to pay special attention to inflation in disclosure and suitability
Significant product changes offer opportunities to engage clients, get to know them better and address suitability
To ease client worries, advisors may need to be responsive in case of emergencies
How these experienced advisors handled unfavourable economic conditions
Three-year plan focuses on CFR enforcement, dispute resolution and crypto