Client engagement

Industry

Toronto’s PlanPlus merging with Australian risk profiling firm

As of August 1, 2017, Toronto's PlanPlus and Sydney, Australia's FinaMetrica will merge and become PlanPlus Global

By Staff |August 8, 2017

1 min read

Industry

Canaccord down six advisor teams amid recruitment push

A record quarter for Canaccord's Canadian business as it pursues advisor recruitment strategy

By Staff |August 3, 2017

2 min read

Industry

Millennials’ top planning concerns

Millennials want to look beyond debt repayment

By Staff |July 18, 2017

3 min read

Industry

Confusion about fees persists despite CRM2

You won't believe who investors think pay their fees

By Staff |July 12, 2017

2 min read

Clients with questions can find answers with IFIC

IFIC has launched its Investor Centre, with content to help clients navigate their finances. Read: Most Canadians fail basic financial literacy test In addition to articles on saving and investing, the new website contains a Life Stages section with articles on starting a business, preparing for a new baby, changing jobs, caring for loved ones, […]

By Staff |July 4, 2017

1 min read

Talk about client hobbies to unlock planning insight

In the first 10 minutes of a meeting, your client says: “I’ve been gardening. I make and can my own dilly beans, and they’re so good my friends say I should sell them.” At that moment $18-$28/hr The cost of rental space in Kitchen Sync, a licensed commercial kitchen in Winnipeg. It is open 24/7. […]

2 min read

How to scuba dive with clients

You and a client share a love of the ocean and sea creatures. Now, he’s invited you and your significant other to his condo in the Cayman Islands for a long weekend of island and water activities, including scuba diving. What do you need to know? Before you go Be certified If you love to […]

6 min read

Client engagement

Toronto’s PlanPlus merging with Australian risk profiling firm

Canaccord down six advisor teams amid recruitment push

Millennials’ top planning concerns

Confusion about fees persists despite CRM2

Clients with questions can find answers with IFIC

Mutual funds are tried and true, but some investors ruled by emotions

How to calm suspicious clients

How to get ahead of the regulatory curve with clients

Talk about client hobbies to unlock planning insight

How to scuba dive with clients