Michael Andersen, vice president, investment advisor with Richardson GMP in Mississauga, explains how to approach client segmentation and the benefits of working with CRM software “Maximizer”. He spoke with Dan Richards, president, Client Insights, at the TMX Broadcast Centre in Toronto.
Insurance advisors answered multiple-choice questions about their industry experience for this inaugural research
Housing costs are a growing worry, BMO index finds
New funds hold several big names found in broad U.S. stock indexes
Effective communication, whether digital or in person, remains key to strong client/advisor relationships
Private-equity backed U.S. company plans to become "a $100-million organization in Canada"
Advisor moves to Raymond James, Manulife Wealth and ScotiaMcLeod, plus appointments at Centurion, CIRO, PSP and OSC
SRO limits margin accounts to Level 4 dealers in final phase of rule consolidation project
Deferral includes GST/HST, T2 instalment payments and existing balances, the CRA says
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