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Advisor
563 posts
Value of an advisor: A is for the Active Rebalancing of investment portfolios
by Nancy Fahmy, Russell Investments In a difficult year such as 2022, rebalancing between asset classes that are…
June 15, 2023
Introducing the 2023 Fidelity Retirement Report: The Advantage of Advance Planning for Canadians Amid Inflation and Uncertainty
Despite the increased cost of living and the impact of market volatility, Canadians are maintaining an optimistic outlook…
June 14, 2023
The value of an advisor: What we have learned in the past 10 years
by Brad Jung, Russell Investments Executive summary: An advisor’s value to the investors who work with them has…
May 14, 2023
4 Ways Advisors Can Support Clients During Economic Tumult
The current economic landscape has left many individuals feeling concerned or worried about their investments and the overall…
April 8, 2023
Beyond Baby Boomers: How Financial Advisors Can Foster Strong Relationships with Younger Clients
In today's financial landscape, advisors are often inundated with resources and strategies for enhancing relationships with millennial and…
March 29, 2023
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