Client

When tech tools are too good, clients may suffer Fallback Image Decorative pattern

Advisor's Edge

When tech tools are too good, clients may suffer

There’s reason to believe that the more time clients spend checking portfolios, the less likely they are to keep to their plans

By Mark Burgess |February 25, 2019

3 min read

Sun Life Financial strengthens client experience Fallback Image Decorative pattern

Industry

Sun Life Financial strengthens client experience

The firm has created a client experience office

By Staff |February 19, 2019

2 min read

RRSP holdings increase, driven by millennial savers: BMO study Fallback Image Decorative pattern

Planning and Advice

RRSP holdings increase, driven by millennial savers: BMO study

The poll also shows that shaky client confidence presents an opportunity for advisors

By Staff |January 29, 2019

2 min read

One thing clients require from advisors Fallback Image Decorative pattern

Industry

One thing clients require from advisors

Find out if you're effective at providing what clients need

By Staff |January 8, 2019

2 min read