Daniel Calabretta

Planning and Advice

Help clients navigate emotions when making investment decisions

Being empathetic and sharing facts can keep clients grounded during tough times

By Daniel Calabretta |October 5, 2022

3 min read

Planning and Advice

Asking the right questions with clients

Including clients in a solution will strengthen relationships

By Daniel Calabretta |October 4, 2022

2 min read

Industry

Coinsquare agrees to buy crypto trading provider

Simply Digital deal would build one of Canada's largest regulated platforms

By Daniel Calabretta |September 23, 2022

2 min read

Industry

Nasdaq launches crypto custody service

The digital assets service responds to demand from institutional investors, the company said

By Daniel Calabretta |September 20, 2022

2 min read

Technology

Ethereum completes ‘Merge’ upgrade to network

The long-awaited change has implications for investors

By Daniel Calabretta |September 15, 2022

2 min read

Technology

U.S. investors not using advisors for crypto: report

Many investors with advisors are trading crypto via platforms such as Coinbase and Binance

By Daniel Calabretta |September 13, 2022

1 min read

Industry

Pre-signed forms still a prevalent issue: CIFPs president

The organization's president presented a hypothetical ethical scenario involving pre-signed forms at a conference last week

By Daniel Calabretta |September 13, 2022

2 min read

Planning and Advice

Advisors need to help clients find purpose in retirement

Promoting personal interests can persuade clients to commit to a retirement plan, says CEO of career transition organization

By Daniel Calabretta |September 9, 2022

2 min read

Market Insights

Down markets ahead present good buying opportunity: investment strategist

With interest rates continuing to rise, it could be a good opportunity to add to your client's fixed income allocation, said Macan Nia

By Daniel Calabretta |September 9, 2022

2 min read

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