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Helping your clients understand basic financial planning and investing concepts can go a long way in deepening your client relationships. Investment Executive is happy to lend a hand with plain language, one-page PDFs that you can pass on to clients.
From you computer, click on the image below to download and save the PDF and distribute it to your clients.
For a complete list of From Your Advisor topics, click here.
Help clients learn about the opportunity in the global bond markets and the important role of independent research when investing in complex fixed income instruments.
Help your clients understand some of the most common investor behaviour blinds spots, and provide strategies to avoid them.
Help your female clients link their personal story and goals with an actionable financial plan. Use this powerful tool to pave the way for a...
Help your clients understand some of the unique challenges women face on the path to financial security.
Firms must communicate with advisors and provide training when implementing new systems
Advisors want fair compensation plus the ability to avoid conflicts of interest when meeting clients' needs
The acquisition also marks the launch of Canaccord’s Ottawa office