加拿大金融顾问在竞争加剧、监管变革和客户需求变化的情况下,推动网络研讨会和个性化。 Canadian financial advisors boost webinars and personalization amid rising competition, regulatory changes, and shifting client demands.

财务顾问越来越多地利用季度网络研讨会来建立客户关系和提供转介服务,同时应对征聘、留用和不断变化的客户需求等挑战。 Financial advisors are increasingly using quarterly webinars to build client relationships and generate referrals, while navigating challenges like hiring, retention, and evolving client needs. 人们对替代投资和私人市场的兴趣日益浓厚,正在形成投资组合,同时要求为高净值客户和残疾人提供符合文化要求的咨询和支持。 Growing interest in alternative investments and private markets is shaping portfolios, alongside demands for culturally competent advice and support for high-net-worth clients and those with disabilities. 公司正在通过实践融资和数字参与工具投资于年轻顾问,但转介率正在下降。 Firms are investing in younger advisors through practice financing and digital engagement tools, but referral rates are declining. 目前正在审查监管变化,包括拟议的全面保障协定披露规则和提升保险顾问资格。 Regulatory changes, including proposed CSA disclosure rules and upgrades to insurance advisor qualifications, are under review. 在加拿大的ETF部门日益激烈的竞争和市场波动的情况下,敦促顾问们采取灵活、个性化的战略,而不是传统的模式,以确保可持续的增长。 Amid rising competition in Canada’s ETF sector and market volatility, advisors are urged to adopt flexible, personalized strategies over traditional models to ensure sustainable growth.