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541 posts
Industry Veteran Alexandra Macqueen Appointed to Lead FP Canada Institute
TORONTO, ON – March 21, 2023 – FP Canada has announced the appointment of Alexandra Macqueen, CFP, as…
March 23, 2023
The Importance of Attracting and Engaging Millennial Clients
Listen on The Move Advisors are currently facing some significant challenges when it comes to working…
March 8, 2023
Advisors: Investing for women
by Billie Joan Christiansen, Russell Investments I’ve been in the financial services industry for 19 years so I’m…
March 2, 2023
Advisors' Failure to Engage Younger Clients Leaves Trillions in Inherited Wealth at Risk
A new study from Fidelity Investments shows that advisors could be hurting the future of their business by…
February 22, 2023
Vigilance Required: Plummeting Investor Confidence amidst Inflation Woes Plagues Advisors
Investor confidence has continued to decline for the second consecutive quarter, according to a new report by J.D.…
February 21, 2023
Is your client selling a small business? Here’s how to ensure you are part of the conversation
by Katherine Fleischmann & Martin Roche, Russell Investments Executive summary: Advisors who have business owners as clients need…
February 15, 2023
5 lessons for advisors from 2022’s turmoil
by Chad Killam, Russell Investments What a remarkable, memorable and, at times, challenging year 2022 was. It will…
January 30, 2023
Erika Toth: ETFs, Credentials, Strategies and Advisory Tools - Level Up Your Competitiveness
Erika Toth shares her first hand perspective about the work she's doing with advisors to assist them into…
January 23, 2023
Prospecting ideas for financial advisors: 6 ways to build leads
by Tim Halverson, Russell Investments How do financial advisors get more clients? The biggest question I get when…
January 17, 2023
To spend or not to spend?
by Blackrock Investment Institute 20 years into retirement, most retirees have spent only 20% of their savings. We…
January 12, 2023
Are your clients worried about a market crash? A checklist for survival
by George Wakim, Russell Investments It's the end of the world! Well, it is if you believe what…
December 21, 2022
Richard Heft: How to add gravity to your client communications
Special to AdvisorAnalyst.com This is part two of our thought provoking conversation with Richard Heft, President and…
December 16, 2022
Here’s how advisors can help make dreams come true
by Tim Halverson, Russell Investments This fall was a memorable time in the Halverson household. Our eldest, Colin,…
December 16, 2022
Mary Hagerman: A Seasoned Financial Advisor's Approach to Women and Money
A lot of the structural framework of the financial services industry is built around male-focused thinking. Male clientele…
December 8, 2022
What is the tax-cost ratio and why does it matter?
by Ryan Pogodzinski, Russell Investments A topic that has been frequently making headlines lately has been the increase…
November 24, 2022