Marketing – 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, 12 Sep 2023 17:46:38 +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 Marketing – Advisor's Edge https://phoenix.advisor.ca 32 32 SEC sanctions firms’ theoretical returns reporting https://phoenix.advisor.ca/news/industry-news/sec-sanctions-firms-theoretical-returns-reporting/ Tue, 12 Sep 2023 17:46:38 +0000 https://www.advisor.ca/?p=230687 Investment advisers violated revised marketing rules, regulator alleges

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]]> SEC sanctions firm over crypto hype https://phoenix.advisor.ca/news/industry-news/sec-sanctions-firm-over-crypto-hype/ Mon, 21 Aug 2023 19:47:45 +0000 https://www.advisor.ca/?p=229902 Robo-advisor violated rules when touting hypothetical performance

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]]> Regulators say advisor awards based on production may mislead clients https://phoenix.advisor.ca/news/industry-news/osc-says-advisor-awards-based-on-production-may-mislead-clients/ Tue, 01 Aug 2023 21:44:33 +0000 https://www.advisor.ca/?p=229383 The CSA and CIRO will consider such awards a compliance issue

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]]> Marketing company gets first-ever penalty for deficient advertorial disclosure https://phoenix.advisor.ca/news/industry-news/marketing-company-gets-first-ever-penalty-for-deficient-advertorial-disclosure/ Thu, 27 Jul 2023 15:22:32 +0000 https://www.advisor.ca/?p=229164 BCSC sanctions offside online influencing

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]]> BMO Financial Group signs deal to buy Air Miles loyalty rewards program https://phoenix.advisor.ca/news/industry-news/bmo-financial-group-signs-deal-to-buy-air-miles-loyalty-rewards-program/ Fri, 10 Mar 2023 16:36:12 +0000 https://www.advisor.ca/?p=222714 Proposed acquisition part of Loyalty Ventures bankruptcy court process in Canada

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]]> Why you should choose your clients wisely https://phoenix.advisor.ca/news/industry-news/why-you-should-choose-your-clients-wisely/ Wed, 16 Mar 2022 17:53:07 +0000 https://www.advisor.ca/?p=207098 Some advisors take on too many clients outside their core market, warns Cerulli Associates

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]]> Does your marketing mislead clients? https://phoenix.advisor.ca/magazine-archives_/advisors-edge_/does-your-marketing-mislead-clients/ Fri, 04 Feb 2022 17:00:22 +0000 https://www.advisor.ca/?p=205312 The client-focused reforms put advisor titles and awards under scrutiny

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]]> U.S. advisors to bolster marketing efforts, target younger clients https://phoenix.advisor.ca/news/industry-news/u-s-advisors-to-bolster-marketing-efforts-target-younger-clients/ Thu, 07 Oct 2021 19:14:45 +0000 https://www.advisor.ca/?p=201039 More than half of advisors with defined marketing plans gained new clients via social media over the past 12 months, a survey says

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]]> CIBC launches first new corporate logo since 2003 https://phoenix.advisor.ca/news/industry-news/cibc-launches-first-new-corporate-logo-since-2003/ Wed, 22 Sep 2021 18:02:25 +0000 https://www.advisor.ca/?p=200221 The bank is also working on completing its new global headquarters in Toronto

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]]> Tips for creating great e-newsletters for your clients https://phoenix.advisor.ca/my-practice/conversations/tips-for-creating-great-e-newsletters-for-your-clients/ Mon, 12 Apr 2021 20:22:39 +0000 https://www.advisor.ca/?p=193630 How to ensure that your clients will open, click through and engage with your content

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