Silu Modi
Modi describes Macquarie’s move into social media
- By: Silu Modi
- March 8, 2011 November 17, 2019
- 16:48
Challenges include product availability, proper portfolio construction
Committing to a platform and showing your personality can help with prospecting
Amid the turmoil, some advisors seized buying opportunities and proactively comforted clients
Promoting personal interests can persuade clients to commit to a retirement plan, says CEO of career transition organization
Plus, fund launches from RBC iShares, Manulife; multiple firms announce fund changes
Official counts may miss the mark, leaving policymakers scrambling
Strong volumes to boost revenues from transactions and clearing: Moody's
An annual wealth tax would rake in $121 million over 5 years
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