Financial advisors must use the right terminology when explaining ETFs to clients. Using the word “passive” to explain an ETF strategy has opened the door to questions — not only from clients, but ...

To be effective, explanations should be short and jargon-free. If you can’t explain a concept in fewer than 15 minutes, you should change your approach, taking your client’s learning style into ...

(September 23, 2005) Settlement cheques began arriving this week to compensate mutual fund unitholders who were adversely affected by market timing. Although it’s early, some advisors are already ...

How to explain the bear market to clients With the S&P 500 now in a bear market, clients may have questions. Here’s how to answer them By: Stan Choe, The Associated Press, Alex Veiga, The Associated ...

Since the average mix of M&Ms includes only a 10% allocation to blue M&Ms, they’re already a bit scarce. If we then ask everyone who has one of the blue M&Ms to eat one, we’ve decreased the ...

When we can better educate our clients, then they’re better equipped to make informed choices. As we’ll be facing more and more questions about BI when we speak to our clients, it’s on us to ...

First, clients may not fully understand the interconnectedness of the P&C industry, Steve Pottle, chairman of the Rims Canada Council (RCC), said in an interview.

Whether your clients are looking to invest, transact, or simply learn, it’s crucial they have a grasp of the basics—brought to you here using language and concepts they will quickly understand ...

Explain that drafting may take some time (perhaps continuing after the mediation session). Show your client a draft settlement agreement, which may include global settlement provisions.

Keith Wallace explores the implications and caveats of woodland carbon units. The concept of woodland carbon units (WCUs) is simple. Your client plants trees and thus captures (or sequesters) carbon, ...