Client engagement

4 misconceptions about female clients, and what to do about them Fallback Image Decorative pattern

Planning and Advice

4 misconceptions about female clients, and what to do about them

Advisors fundamentally misunderstand female clients, and the result shows up in client satisfaction statistics.

By Staff |February 19, 2016

2 min read

Unhappy investors will leave you within six months Fallback Image Decorative pattern

Industry

Unhappy investors will leave you within six months

Investors are expecting higher levels of transparency than ever before, holding their investment managers to the highest ethical standards, and are laser-focused on returns.

By Staff |February 17, 2016

2 min read

ORPP could thwart young savers, says PMAC Fallback Image Decorative pattern

Industry

ORPP could thwart young savers, says PMAC

The Ontario Retirement Pension Plan may stymie young workers who want to save for a home, says PMAC.

By Staff |February 12, 2016

1 min read

After overspending on the holidays, clients shift to saving Fallback Image Decorative pattern

Planning and Advice

After overspending on the holidays, clients shift to saving

The number of Canadians who are spending more than they expect to each holiday season was at its highest in five years this past December.

By Staff |February 12, 2016

1 min read