Advisor

Advisor's Edge

What happens when advice breaks up with investments

Advisors get proactive and creative

By Michelle Schriver |January 25, 2018

9 min read

Industry

Poll reveals how advisors can help anxious investors

If your client is struggling with investment anxiety, you can help. Read: Investors want more from advisors: survey A BCSC investor poll says more than a third of respondents (39%) don’t read their investment statements because doing so causes them anxiety. Further, 36% say they feel overwhelmed when trying to make investment decisions. But, in […]

By Staff |January 24, 2018

1 min read

Industry

Most Canadians content with their advisors: survey

But find out what almost one-half of clients are too shy to ask you

By Staff |January 23, 2018

1 min read

Estate Planning

How to educate clients about prenups

Practical tips for advisors to implement

By Nathalie Boutet |January 23, 2018

3 min read

Canadian advisors to increase smart beta strategies: survey

If you’re not a smart beta whiz, you’re not alone. An FTSE Russell advisor survey finds that only 35% of advisors (in Canada, the U.K. and the U.S.) say they’re “very familiar” with smart beta strategies. For Canadian and U.S. advisors, not knowing enough about smart beta strategies is the main reason cited for not […]

By Staff |January 22, 2018

2 min read

Can your client afford an 18-month parental leave?

When Ottawa announced changes to EI parental leave benefits last year that will allow new mothers to receive benefits for 18 months, Heather Wilson was excited about the possibility of spending more time with her baby. But after digging into the changes, Wilson and her husband are probably going to stick with the 12-month option. […]

3 min read

Canadians more confident about their financial futures: Mackenzie survey

More than one-third of Canadians (35%) are seeking more financial advice today than they did a decade ago, according to a survey for Mackenzie Investments. The survey, which polled 1,500 Canadians, was conducted last fall by Leger’s online panel, LegerWeb. It also found 46% are seeking the same amount of advice, while 16% are getting […]

By Staff |January 10, 2018