Industrial Alliance

How advisor seized COVID-19 investment opportunities

Calling the market bottom is fraught with danger but intuition led industry veteran towards smart plays

What are your clients paying for?

Advisors need to start charging appropriately for different service offerings, argues portfolio manager

How advisors can harness the 'power of moments'

How are you going to set yourself apart in a meaningful way that matters to the families you want to work with?

Eight questions to ask before embarking on content marketing

Strategy requires time and patience but advisor explains how it could be the best marketing you ever do for your business

Five trends that will impact the wealth management industry

While the pandemic focuses minds on client protection, a quiet reshaping of the industry is taking place

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