Client engagement

Decorative pattern

Rising rates shake client confidence

Though most Canadians say they’re optimistic about their finances (77%), nearly three in five (59%) say they’d feel “significantly less” confident if interest rates go up again, finds the annual CIBC financial confidence survey. Read: Canadians more confident about their financial futures: Mackenzie survey Further, 70% of those surveyed say the impact of inflation and […]

By Staff |January 15, 2018

1 min read

Decorative pattern

Canadians make good on financial resolutions: survey

The new year brings a new round of resolutions, with 69% of Canadians aiming to improve their lives in some way in 2018, finds a Tangerine survey. Of these Canadians, about one-third (32%) say they plan to improve their financial health. Methods to accomplish this include: And one-fifth of Canadians (19%) say they want to […]

By Staff |January 3, 2018

1 min read

Decorative pattern

Can you make your client’s holiday wish come true?

Canadians reveal what they really want this holiday season

By Staff |December 7, 2017

1 min read

Decorative pattern

What we learned from the 2017 CSA Investor Index

For starters, whether—and how—clients check your background

By Staff |December 4, 2017

2 min read

Decorative pattern

Young adults motivated to save, but need help

Though most clients need help saving for retirement, those aged 34 to 40 are particularly vulnerable to life getting in the way of those plans, finds a TD survey. In fact, 74% of respondents say they’d like to save more, but everyday financial obligations take precedence. Read: Canadians aren’t making saving a priority: survey Common […]

By Staff |December 4, 2017

1 min read

Decorative pattern

U.S. millennial advisors adopting financial planning services

On average, a millennial advisor offers 5.1 planning services, compared with 4.6 for both gen X and boomer advisors

By Staff |November 30, 2017

1 min read

Decorative pattern

Young Ontarians are savers, not investors

Investing isn’t the number-one financial priority of young Ontarians, reveals OSC research. While most young Ontarians save (80%), fewer than half (47%) invest. (The study is based on those aged 18 to 36.) Reasons cited for not investing include: Read: What young clients don’t understand A top alternative financial priority is homeownership, with one-third of […]

By Staff |November 27, 2017

1 min read

Decorative pattern

Clients equate budgets with stress

Helping clients stick to their budgets could prove challenging because many perceive budgets negatively, reveals a survey by Meridian Credit Union. Despite understanding the upside of cash-flow planning, 44% of Ontarians with budgets say budgeting causes too much stress. And 39% admit they tend to avoid dealing with their financial situations. Perhaps a contributing factor […]

By Staff |November 27, 2017

1 min read

Decorative pattern

Are clients too focused on returns?

Clients increasingly say their advisors improve their return on investment (ROI), reveals a Pollara report commissioned by IFIC. Read: Can you deliver investors’ return expectations? The proportion of clients who strongly agree with this statement increased to 47% in 2017 from 39% last year. Read: How to increase returns by 1.5% The question is, do […]

By Staff |November 22, 2017

2 min read

Decorative pattern

Evidence for rigorous KYC

Canadians’ lack of financial confidence might prevent them from getting appropriate financial help, reveals a survey by the Financial Planning Standards Council (FPSC). Survey results suggest that advisors must thoroughly question clients to ascertain what advice they’re looking for. For example, more than one-fifth of Canadians with financial planners say they might not ask for […]

By Staff |November 20, 2017

2 min read

← Previous 1 … 21 22 23 24 25 … 115 Next →