Jim Ruta, a performance consultant and a speaker at the Expertinstitute.com, explains why advisors should treat “insuring the uncontrollables” as the foundation of financial planning. He says the taking care of the financial security needs of your client is the crucial first step in any financial plan. He spoke at the TMX Broadcast Centre in Toronto.
Inflows to emerging markets have soared in recent months
Maintaining a steady stream of content is essential in showing readers that you are engaged and productive. There are tools and techniques to help you...
Reports from financial advisors and industry data indicate that clients are not referring their friends and family members as frequently as they did in years...
Jim Ruta cautions that banning sales incentives may lead to fewer families with life insurance coverage
2025 board members named for key OSC committee, FID, while IFBC’s Susan Allemang retires after 20 years
Panel orders more than US$50M in disgorgement, plus $5M in penalties and costs
A look at the status of selected tax proposals from the Trudeau government
The Dynamic Precious Metals Fund has outperformed its category and index over one, three, five and 10-year periods