Client communications – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Tue, 22 Oct 2024 14:33:51 +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 Client communications – Investment Executive https://www.investmentexecutive.com 32 32 Clients like CRM2 statements but fees still a little fuzzy: survey https://www.investmentexecutive.com/news/industry-news/clients-like-crm2-statements-but-fees-still-a-little-fuzzy-survey/ Tue, 22 Oct 2024 11:15:09 +0000 https://www.investmentexecutive.com/?p=495130 Investment Funds Institute of Canada report finds inflation and interest rates led Canadians to invest less last year

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]]> Younger investors less loyal, less trusting of advisors https://www.investmentexecutive.com/news/industry-news/younger-investors-less-loyal-less-trusting-of-advisors/ Wed, 16 Oct 2024 15:43:36 +0000 https://www.investmentexecutive.com/?p=494871 Survey suggests financial advisors emphasize value, build trust, communicate regularly

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]]> CFTC sanctions broker’s texting violations https://www.investmentexecutive.com/news/from-the-regulators/cftc-sanctions-brokers-texting-violations/ Mon, 23 Sep 2024 21:21:00 +0000 https://www.investmentexecutive.com/?p=493295 SEC opts not to penalize investment adviser that self-reported violations

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]]> Gaps remain for client relationship resources https://www.investmentexecutive.com/newspaper_/brokerage-report-card/gaps-remain-for-client-relationship-resources/ Wed, 05 Jun 2024 13:23:00 +0000 https://www.investmentexecutive.com/?p=486901 Firms are investing in technology but also must consider advisor training

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]]> How to help families through death claims https://www.investmentexecutive.com/newspaper_/insurance-guide/how-to-help-families-through-death-claims/ Mon, 13 May 2024 04:11:00 +0000 https://www.investmentexecutive.com/?p=485263 A successful claims process begins at the time of sale, say experienced advisors

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]]> Guiding clients through a CI claim https://www.investmentexecutive.com/newspaper_/insurance-guide/guiding-clients-through-a-ci-claim/ Mon, 13 May 2024 04:00:00 +0000 https://www.investmentexecutive.com/?p=485252 Balancing immediate needs with long-term expenses is key to using the payout effectively

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]]> Communication as the great differentiator https://www.investmentexecutive.com/inside-track_/susan-silma/communication-as-the-great-differentiator/ Wed, 24 Apr 2024 20:00:53 +0000 https://www.investmentexecutive.com/?p=484674 Use these tips to build an approach that engages clients and inspires referrals

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]]> CSA expands ESG guidance for investment funds https://www.investmentexecutive.com/news/from-the-regulators/csa-expands-esg-guidance-for-investment-funds/ Thu, 07 Mar 2024 17:43:46 +0000 https://www.investmentexecutive.com/?p=481783 Regulators seek to combat fund industry greenwashing risks

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]]> SEC sanctions brokers’ texting https://www.investmentexecutive.com/news/from-the-regulators/sec-sanctions-brokers-texting/ Fri, 09 Feb 2024 20:37:21 +0000 https://www.investmentexecutive.com/?p=480335 Firms failed to ensure that all communications went through approved channels

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]]> Annual statements: An unparalleled client engagement opportunity https://www.investmentexecutive.com/inside-track_/susan-silma/annual-statements-an-unparalleled-client-engagement-opportunity/ Wed, 07 Feb 2024 20:00:10 +0000 https://www.investmentexecutive.com/?p=480037 It’s time to think differently about client communications and disclosure documents

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