Client engagement

Learn how to educate clients from a math teacher Fallback Image Decorative pattern

Planning and Advice

Learn how to educate clients from a math teacher

Whether it’s explaining ETFs or laddered annuities, advisors need to educate clients to help them make the best choices. But explaining complicated concepts isn’t easy.

By Casey Dorrell |November 14, 2014

3 min read

How to attend the Calgary Stampede Fallback Image Decorative pattern

Planning and Advice

How to attend the Calgary Stampede

While you didn’t grow up on the back of a bronco, you can still showcase the best of the West.

By Jessica Bruno |November 14, 2014

4 min read

Your clients are getting smarter Fallback Image Decorative pattern

Market Insights

Your clients are getting smarter

Advisor Group’s Investment Insights research shows advisors embrace this development, but know they still have to fill knowledge gaps.

By Staff |November 14, 2014

4 min read

CSA releases Fund Facts mock-up for investors Fallback Image Decorative pattern

Planning and Advice

CSA releases Fund Facts mock-up for investors

The Canadian Securities Administrators have released a sample Fund Facts document to help investors understand their mutual funds.

By Staff |November 5, 2014

1 min read