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Advisor
602 posts
Investor Survey: Exploring the psychology of retirement income planning
Matt Sommer, Head of Specialist Consulting Group, discusses how the findings from Janus Henderson’s latest Investor Survey present an opportunity for advisors to address investor psychology in their practices.
Navigating Volatility: The Case for Tactical Alpha
In today's volatile markets, alternative investments are key for diversification, resilience, and returns, but they demand expertise to navigate. Ash Lawrence, Head of AGF Capital Partners and Scott Radke, CEO and Co-CIO of New Holland Capital discuss...
How To Save Time and Money on Portfolio Implementation
by Nick Zylkowski, CFA & Christina Shockley, Russell Investments Key Takeaways Partnering with a full-scale implementation partner can…
More Than Compliance: Why CRM3 Is a Pivotal Trust Opportunity for Advisors
Canadian wealth management is about to undergo a seismic shift. CRM3—better known as Total Cost Reporting (TCR)—isn’t a…
CRM3 (TCR)—More than compliance: It's Your Chance to Define Your Value.
Listen on The Move CRM3 (Total Cost Reporting) isn’t just another compliance box to check—it’s the biggest…
Alfred Lee: Constructive, But Cautious—Navigating the market's crosscurrents
Listen on The Move In a market climbing a wall of worry, Alfred Lee, Deputy CIO at…
The Moment Investors Need You Most: Why Advice Has Never Mattered More
Let’s face it—today’s investors are facing more than just the markets. Inflation’s stubborn, global politics are messy, and…
Inside the Minds of Canadian Investors: Survey Findings Every Advisor Should Know with Sam Febbraro
Listen on The Move 🎯 "Investors Aren’t Just Asking ‘Will I Have Enough?’—They’re Asking ‘Will I Be…
The Great Wealth Transfer Isn’t Coming — It’s Already Here, and Women Are Leading It
The largest handoff of wealth in modern history is happening right now—and women are quickly becoming the ones…
Which elements of a financial planning relationship may be linked to client referrals?
Research reveals a strong link between advisors addressing the psychology of financial planning to more frequent referrals by clients.
What Today’s Investors Are Really Thinking—and Why Advisors Matter More Than Ever
After a couple of years of blockbuster returns and a stock market that seemed to do no wrong,…
What is rich?
We tend to think wealth is about numbers — compound interest, budgets, investment returns. But Dr. Brad Klontz…
Value of an Advisor 10th Anniversary Edition: The Importance of an Experienced Guide
More than a guide: a trusted advisor helps navigate the complexities of wealth, paving the way for generations to come.
CRM3 Countdown: Transparency Gets Real, But the Clock Is Ticking
Contents • What CRM3 Means for the Canadian Investment Industry • What CRM3 Means for Advisors: More Than…
Young Investors, Big Potential: Fidelity’s Experts Weigh In on Trends, Challenges, and Empowerment
The next generation of investors is no longer standing on the sidelines. With financial literacy on the rise…
Speculator Or Investor? 10-Rules From Legendary Investors
by Lance Roberts, RIA Are you a “speculator” or an “investor”? This is an essential question that every individual…
