How CRM 2 can enhance your clients’ experience

Prema Thiele, partner at Borden Ladner Gervais LLP, breaks down the challenges of implementing the second phase of the Client Relationship Model. She explains how CRM 2 can make the advisor/client relationship stronger, and enhance your business.

By: Patricia Chisholm, Prema Thiele
March 24, 2014 October 30, 2019
16:20

Insurance advisors share industry sentiment and needs (charts)

Insurance advisors answered multiple-choice questions about their industry experience for this inaugural research

By: Katie Keir, Emily Fox
February 12, 2024 July 9, 2024
00:14

Hot housing market gives some Canadians cold comfort

Housing costs are a growing worry, BMO index finds

By: IE Staff
March 17, 2022 March 17, 2022
15:02

Canadian ETFs enter the metaverse

New funds hold several big names found in broad U.S. stock indexes

By: Rudy Luukko
January 24, 2022 January 24, 2022
00:15

Staying connected as Covid persists

Effective communication, whether digital or in person, remains key to strong client/advisor relationships

By: Maddie Johnson
January 24, 2022 January 24, 2022
00:07

Today's top stories

Alts managers poised for private credit growth

Firms acquiring assets, partnering with banks, to drive portfolios

By: James Langton
November 5, 2024 November 5, 2024
12:47

Failed U.S. bank’s investors to see some restitution

CEO embezzled bank funds in crypto "pig butchering" scheme

By: James Langton
November 5, 2024 November 5, 2024
12:31

Canadian ETFs pulled in $8B in October

All fund categories reported strong inflows, except for cryptoasset ETFs

By: Noushin Ziafati
November 5, 2024 November 5, 2024
14:05

A closer look at CRM and CRM 2