Client engagement

KY(A)C: Know your (affluent) client Fallback Image Decorative pattern

Industry

KY(A)C: Know your (affluent) client

The high-net-worth market is driven by macro trends such as demographics, changing retirement patterns, and clients’ desire for relationships with their advisors, reveals a report by Investment Planning Counsel (IPC). Capitalizing on these trends might be a sure path to your success. That’s because the number of mid-tier affluent investors (those with $500,000 to $1 […]

By Staff |December 1, 2016

2 min read

CRM2 primer: Talk performance like a pro Fallback Image Decorative pattern

Planning and Advice

CRM2 primer: Talk performance like a pro

Having the performance talk at your next client meeting? Ace it.

By Staff |November 24, 2016

1 min read

Not on top of ESG investing? Don’t ignore it Fallback Image Decorative pattern

Industry

Not on top of ESG investing? Don’t ignore it

If you're not familiar with how ESG investing works, it's time to start researching.

By Katie Keir |November 22, 2016

2 min read

Not all mortgage rate hikes are created equal Fallback Image Decorative pattern

Economic Indicators

Not all mortgage rate hikes are created equal

To get the best mortgage rate deal you need to hedge and shop aggressively.

By Romana King, MoneySense |November 18, 2016

3 min read