Advisor

Decorative pattern

How advisors can increase client trust

Build better relationships with these tips from a CFA Institute survey

By Staff |May 6, 2020

3 min read

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Assante advisors offer free advice

The new program serves Canadians in need

By Staff |April 30, 2020

1 min read

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Clients pleased with recent advice: poll

Most respondents said they're financially confident in the short term

By Staff |April 30, 2020

2 min read

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Ontario regulator provides details on licensing, CE extension for life agents

Insurance advisors have an extra 60 days to renew their licences

By James Langton |April 27, 2020

1 min read

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Firms must inspire brand trust to retain clients: survey

When trust is weak, clients say they'll walk

By Maddie Johnson |April 16, 2020

2 min read

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Planning and Advice

Crisis provides opportunity for prospecting online

Webinars replace seminars as advisors look to demonstrate value

By Mark Burgess |April 13, 2020

2 min read

Raymond James adds to Canadian equity team

Raymond James adds to Canadian equity team

Stephen Boland is the new managing director, equity analyst of diversified financials

By Staff |April 6, 2020

1 min read

Crafting auto-responses during a crisis: a guide

Crafting auto-responses during a crisis: a guide

How to be proactive in your correspondence with clients during the Covid-19 crisis

By Maddie Johnson |March 30, 2020

2 min read

Keeping up with insurance innovations

Keeping up with insurance innovations

Data and personalization are changing the business. Where does the advisor fit in?

By Michelle Schriver |March 27, 2020

9 min read

What industry change would you like to see?

What industry change would you like to see?

Industry talk with new and veteran advisors

By Michelle Schriver |March 27, 2020

2 min read

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