Practice

5 ways to use CRM2 for better conversations

The Investment Funds Institute of Canada (IFIC) has released a three-part series aimed at helping advisors ensure clients get the most from the new reports they will soon receive under CRM2. The first part, An opportunity to strengthen your relationships with clients, provides guiding principles to help frame advisors’ conversations with clients: 1. Put yourself […]

By Staff |November 21, 2016

2 min read

Affluent European investors report DIY confidence

Affluent European investors are confident they can construct their own portfolios, reveals research by Cerulli Associates. In Germany, Switzerland and the U.K, at least 60% of survey respondents say they are either “fairly” or “very” confident in their ability to adopt a do-it-yourself (DIY) approach to investing. The one holdout is Spain, where only 26% […]

By Staff |November 21, 2016

2 min read

How you’re responding to short-term investment pressures

To weather volatile markets, advisors seek active management strategies, but they might not realize the full effects of those strategies if they change tack too soon. Canadian investment professionals allocate 76% of total assets under management to active management, reveals a survey by MFS Investment Management, with 60% saying active management has superior risk-management controls […]

By Staff |November 21, 2016

2 min read

U.S. advisors not shaken by election results: survey

More than half of the CFA Institute's U.S. members expect the results of the U.S. election to benefit business, survey reveals

By Staff |November 18, 2016

1 min read