Planning and Advice

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Planning and Advice

Advisors need sales friendly disclosure documents

What will help advisors do their jobs better? According to participants in our 2009 Dollars & Sense roundtable, some good places to start would be simpler, preferably sales-friendly, disclosure documents; some tools to help convey value and prevent clients from rushing to the lowest-cost options; and a well-defined product shelf that doesn’t overwhelm their clients. […]

December 1, 2009

8 min read

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Planning and Advice

Survey: Clients dug in for the long term

In what is likely for many to have been the most trying year of their careers, it appears advisors have two things to be thankful for – Tax Free Savings Accounts and long-term investment horizons. Although the Advisor Group’s latest Dollars & Sense survey of advisors doesn’t find tons to cheer about, it does determine […]

By Mark Noble |December 1, 2009

4 min read

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Planning and Advice

Survey finds investors eager to plan

Of all the things this industry remembers about these past 16 months, one thing should stand out: Great advisors took the opportunity to demonstrate value to their clients. Through our Celebrating Advice initiative, we’ve heard amazing stories from advisors who went the extra mile to help clients feel comfortable with the state of their investments, […]

By Philip Porado |December 1, 2009

2 min read

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Planning and Advice

Faceoff: Saving for retirement

Welcome to Faceoff, featuring a discussion from two advisors on a hot-button topic. This month, here’s some perspective on what clients need to save for retirement. Moderated by Deanne Gage Participants: Mary Chan: Principal, Edward Jones, Mississauga, Ont. Janet Freedman: President, Finance Matters, Toronto. How much is enough? Mary: At Edward Jones, we look at […]

By Deanne Gage |November 30, 2009

5 min read