The provincial government is reviewing FSCO’s and DICO’s mandates as well as the regulatory framework for financial planning
New BlackRock survey suggests that financial advice could go a long way in helping Canadians plan for their retirement properly
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains why August’s plunging markets were an opportunity for advisors to demonstrate their value to clients, and discusses how to set up a communications plan for the next bout of financial turmoil.
Make sure they know you’re always ready to help
BMO survey finds that 97% of Canadians are anxious when thinking about their investments and making investing decisions
Show what makes you different — without discussing products
What sets you apart from other advisors - and low-cost options - should be the tangible benefits your clients receive by working with you, and not the things they take for granted
New Vanguard research provides a framework to help advisors focus on the areas that offer the most value to clients
There is no need to be the cheapest advisor on the street
A new CIBC survey suggests that although clients believe they would benefit from financial advice, they're reluctant to seek it