We haven’t been through anything like this, but we’ve been through similar crises and recovered
Segmenting your book can help you serve clients better
Advisors can deliver better outcomes for their clients by getting ahead of their regulatory obligations
Many Canadians are worried about the economy, and they say pay raises aren’t helping
Tips on how advisors can best serve millennials and seniors
Knowing your client’s mindset — and your own — can help you tailor advice
IFIC's annual investor survey sheds light on how CRM2 cost reporting impacts your client
Advisors can build trust with clients by explaining fees
Financial advisors can build deeper connections with clients by using active listening skills
Situations become complicated when couples aren’t on the same page about their goals