Keith Costello – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Sat, 16 Nov 2019 14:56:54 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.3 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Keith Costello – Investment Executive https://www.investmentexecutive.com 32 32 Millennials see retirement and financial planning differently than other generations https://www.investmentexecutive.com/inside-track_/keith-costello/millennials-see-retirement-and-financial-planning-differently-than-other-generations/ Fri, 15 Nov 2019 20:31:49 +0000 https://www.investmentexecutive.com/?p=390915 Financial planners and financial advisors need to understand millennials’ preferences to gain their trust and business

The post Millennials see retirement and financial planning differently than other generations appeared first on Investment Executive.

]]> Listening is key to conversation https://www.investmentexecutive.com/inside-track_/keith-costello/listening-is-key-to-conversation/ Fri, 20 Sep 2019 14:50:12 +0000 https://www.investmentexecutive.com/?p=387546 Financial advisors can build deeper connections with clients by using active listening skills

The post Listening is key to conversation appeared first on Investment Executive.

]]> Vulnerable clients need special care and due diligence https://www.investmentexecutive.com/inside-track_/keith-costello/vulnerable-clients-need-special-care-and-due-diligence/ Wed, 07 Aug 2019 21:02:15 +0000 https://www.investmentexecutive.com/?p=385302 Financial advisors should be aware of how to identify and engage effectively with vulnerable clients

The post Vulnerable clients need special care and due diligence appeared first on Investment Executive.

]]> Deciphering Ontario’s Financial Professionals Title Protection Act https://www.investmentexecutive.com/inside-track_/keith-costello/deciphering-ontarios-financial-professionals-title-protection-act/ Fri, 31 May 2019 19:54:52 +0000 https://www.investmentexecutive.com/?p=382828 Financial planners and advisors should be aware that the act may go beyond title protection

The post Deciphering Ontario’s Financial Professionals Title Protection Act appeared first on Investment Executive.

]]> Helping clients avoid market groupthink https://www.investmentexecutive.com/inside-track_/keith-costello/helping-clients-avoid-market-groupthink/ Tue, 23 Apr 2019 19:43:44 +0000 https://www.investmentexecutive.com/?p=380562 Long-term investment portfolio values and retirement goals can suffer when your clients follow market irrationality

The post Helping clients avoid market groupthink appeared first on Investment Executive.

]]> Harmonization is the key to reducing regulatory load https://www.investmentexecutive.com/inside-track_/keith-costello/harmonization-is-the-key-to-reducing-regulatory-load/ Mon, 11 Feb 2019 11:00:15 +0000 https://www.investmentexecutive.com/?p=376059 Multiple rules and regimes mean increased costs for advisors, planners and clients

The post Harmonization is the key to reducing regulatory load appeared first on Investment Executive.

]]> Traditional retirement planning may not meet Canadians’ needs https://www.investmentexecutive.com/inside-track_/keith-costello/traditional-retirement-planning-may-not-meet-canadians-needs/ Mon, 03 Dec 2018 10:30:17 +0000 https://cumulus.investmentexecutive.com/?p=359646 Financial planners and financial advisors need to re-evaluate retirement planning processes to ensure they resonate with their clients

The post Traditional retirement planning may not meet Canadians’ needs appeared first on Investment Executive.

]]> Entrepreneurs need help with their retirement planning https://www.investmentexecutive.com/inside-track_/keith-costello/entrepreneurs-need-help-with-their-retirement-planning/ Tue, 09 Oct 2018 10:00:45 +0000 https://www.investmentexecutive.com/?p=356588 Financial planners and financial advisors need to understand these individuals’ retirement challenges to gain them as clients

The post Entrepreneurs need help with their retirement planning appeared first on Investment Executive.

]]> A winning strategy for clients’ retirement plans https://www.investmentexecutive.com/inside-track_/keith-costello/a-winning-strategy-for-clients-retirement-plans/ Mon, 13 Aug 2018 10:00:48 +0000 https://www.investmentexecutive.com/?p=354332 Investing in elite businesses that pay steady and rising dividends has proven to be a strategy that works

The post A winning strategy for clients’ retirement plans appeared first on Investment Executive.

]]> Should cryptocurrencies be in a client’s portfolio? https://www.investmentexecutive.com/inside-track_/keith-costello/should-cryptocurrencies-be-in-a-clients-portfolio/ Sun, 17 Jun 2018 23:00:53 +0000 https://www.investmentexecutive.com/?p=351463 Financial planners and financial advisors need to understand the benefits and drawbacks of this new digital asset class

The post Should cryptocurrencies be in a client’s portfolio? appeared first on Investment Executive.

]]>