Services – 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 Thu, 04 May 2023 19:14:27 +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 Services – Advisor's Edge https://phoenix.advisor.ca 32 32 Consumer spending slowed in March: TD report https://phoenix.advisor.ca/news/economic/consumer-spending-slowed-in-march-td-report/ Thu, 04 May 2023 19:14:27 +0000 https://www.advisor.ca/?p=225170 Customer card data signal monthly slowdown in spending

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]]> Why clients really fire their advisors https://phoenix.advisor.ca/news/industry-news/why-clients-really-fire-their-advisors/ Fri, 14 Apr 2023 18:47:07 +0000 https://www.advisor.ca/?p=224247 Fees and disappointing returns are rarely deal breakers

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]]> Hope for recovery hinges on resilient services sector, report says https://phoenix.advisor.ca/news/economic/hope-for-recovery-hinges-on-resilient-services-sector-report-says/ Tue, 19 May 2020 16:02:04 +0000 https://www.advisor.ca/?p=180303 In previous recessions, services have been the stabilizer rather than the centre of the pain

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]]> Advocis offering help to small business owners https://phoenix.advisor.ca/news/industry-news/advocis-offering-help-to-small-business-owners/ Mon, 30 Mar 2020 16:36:24 +0000 https://www.advisor.ca/?p=177998 The association launched a free online service

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]]> Toronto financial services could be P3 player: report https://phoenix.advisor.ca/news/industry-news/toronto-financial-services-could-be-p3-player-report/ Wed, 21 Feb 2018 14:22:51 +0000 https://avatar.advisor.ca/uncategorized/toronto-financial-services-could-be-p3-player-report/ If your firm is part of Toronto’s financial services sector, policymakers might come knocking. That’s because Toronto’s financial sector is being touted as a uniquely positioned player to foster public-private partnerships (P3s), which are needed to address the growing global infrastructure gap, finds a report from Toronto Financial Services Alliance (TFSA) in collaboration with KPMG […]

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]]> Focus on seniors evident in industry services and research https://phoenix.advisor.ca/news/industry-news/focus-on-seniors-evident-in-industry-services-and-research/ Mon, 26 Jun 2017 14:11:02 +0000 https://avatar.advisor.ca/uncategorized/focus-on-seniors-evident-in-industry-services-and-research/ Insights for advisors who serve seniors

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]]> New liability insurance for family offices https://phoenix.advisor.ca/news/industry-news/new-liability-insurance-for-family-offices/ Wed, 09 Nov 2016 09:00:55 +0000 https://avatar.advisor.ca/uncategorized/new-liability-insurance-for-family-offices/ If you’re managing every aspect of your client’s financial life, you may be liable if something goes wrong, especially if you have a fiduciary relationship. Recognizing that, a Canadian insurer has launched a suite of insurance coverage specifically for family offices. “Family office directors, officers and executives face complex liability exposures,” says Cameron Rose, a […]

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]]> Wealthy expect advisors to be financial hub https://phoenix.advisor.ca/news/industry-news/wealthy-expect-advisors-to-be-financial-hub/ Mon, 16 Nov 2015 11:24:08 +0000 https://avatar.advisor.ca/uncategorized/wealthy-expect-advisors-to-be-financial-hub/ Canada’s wealth managers will need to expand their skills if they’re to keep up with the demands of their rich clients.

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]]> Boost client service through better time management https://phoenix.advisor.ca/my-practice/conversations/boost-client-service-through-better-time-management/ Fri, 14 Nov 2014 05:59:35 +0000 https://avatar.advisor.ca/uncategorized/boost-client-service-through-better-time-management/ We help advisor Snigdha Malik make the most of her time. Find out how.

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]]> A better office can mean happier clients https://phoenix.advisor.ca/my-practice/conversations/better-space-better-results/ Fri, 05 Sep 2014 00:09:09 +0000 https://avatar.advisor.ca/uncategorized/better-space-better-results/ We help one advisor match his furniture to his ambitions.

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