Industrial Alliance

What business are we really in?

Advisor says if anybody thinks they are in money management, they might be at risk over the coming years

Are you open to referrals?

Advisors need to reframe how they ask and receive referrals, says portfolio manager

iA Financial Group announces management reshuffle

Executive exit opens path for growth-oriented reorganization within two business units

Are planners about to get the respect they deserve?

Raging bull market covered up lack of planning and COVID-19 crisis has provided profession with a chance to shout their value from the rooftops

How wealth advisors can help clients feel secure in their investments

In this period of uncertainty, being prepared allows advisors to respond appropriately

Does pandemic have you second guessing investing in your business?

Advisor explains four ways to evaluate your decision-making during this time of crisis

COVID-19: Are you taking advantage of opportunities beyond the markets?

Three tips to help advisors go deeper than money talk and alleviate client stress during the pandemic

How many clients have you been in touch with?

Advisor explains three ideas to help you keep in touch with clients and alleviate stress load

What did we learn from the Great Recession?

Advisor outlines three changes he made after 2008-09 and explains how they are helping guide clients through COVID-19 crisis

Are you prepared for the market downturn?

The Whiteboard: how should advisors communicate with ‘Nervous Nellies’ during market sell-offs?