Client – Advisor's Edge

Taking clients from “fine” to “flourishing”

Maddie Johnson — Fri, 29 Sep 2023 16:20:52 +0000

With a new approach to monitoring, advisors can deepen connections and help clients set and achieve new goals

michelleschriver — Wed, 13 Sep 2023 21:26:16 +0000

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

melissa — Fri, 11 Aug 2023 19:32:03 +0000

Investor misunderstood difference between advisory and discretionary accounts, court found

michelleschriver — Thu, 29 Jun 2023 17:10:52 +0000

At RBC, one-quarter of customers use points for mortgage, credit card payments

michelleschriver — Thu, 15 Jun 2023 19:08:22 +0000

Financial planning can help ease inflation-fuelled anxiety, the research found

michelleschriver — Thu, 01 Jun 2023 15:38:48 +0000

Without open banking, Canadians' data is at greater risk when they use unregulated apps

melissa — Tue, 02 May 2023 20:06:10 +0000

InvestorCOM, a vendor of Mackenzie Investments, had data exposed when hackers targeted a secure file transfer service

stephanievanheuvelen — Fri, 31 Mar 2023 14:00:47 +0000

A retired entrepreneur talks portfolio mechanics

stephanievanheuvelen — Fri, 31 Mar 2023 14:00:19 +0000

A hypothetical advisor faces performance pressure

michelleschriver — Mon, 27 Mar 2023 16:28:00 +0000

The regulator intends to be a credentialing body under the province's title protection regime