Description
As Canadian financial advisors have experienced, we face a rapidly evolving investor landscape. Understanding the shifting investor behaviour is crucial to providing value and strengthening relationships. Join us for an exclusive webinar with Morningstar Canada to explore trends and insights from comprehensive industry surveys on Canadian retail investors. You'll discover practical strategies for addressing the DIY investing options and showing your value of advice, overcoming investor biases, meeting evolving regulations, and enhancing client education on risk.
By attending the webinar, advisors will be equipped to help their clients understand:
• What are the suitable investment options for me?
• How does my portfolio align with my comfort around risk?
• How can you give me confidence that I'm receiving good advice?
Take advantage of this opportunity to refine your approach and stay ahead of the curve. Register today to gain valuable insights and elevate your advisory practice by utilizing data to deliver personalized recommendations based on client-specific risk profiles and goals.
Speakers: Ian Tam, Director of Investment Research, Morningstar Canada; Jenny MacMillan Brown, Vice President, Business Development, Morningstar Canada.
