Client engagement

Many DIY investors shun advice as too expensive Fallback Image Decorative pattern

Industry

Many DIY investors shun advice as too expensive

However, the pandemic motivated some investors to seek advisors

By James Langton |April 21, 2021

2 min read

Tips for creating great e-newsletters for your clients Tips for creating great e-newsletters for your clients

Planning and Advice

Tips for creating great e-newsletters for your clients

How to ensure that your clients will open, click through and engage with your content

By Brooke Smith |April 12, 2021

4 min read

How advisors are connecting with clients’ kids Fallback Image Decorative pattern

Planning and Advice

How advisors are connecting with clients’ kids

Providing early guidance on goals and investing serves the whole family

By Katie Keir |April 9, 2021

3 min read

IIROC to issue guidance on CFRs, plain-language rulebook Fallback Image Decorative pattern

Industry

IIROC to issue guidance on CFRs, plain-language rulebook

Firms can expect additional guidance relating to KYC and suitability obligations

By James Langton |March 22, 2021

2 min read