In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains why August’s plunging markets were an opportunity for advisors to demonstrate their value to clients, and discusses how to set up a communications plan for the next bout of financial turmoil.
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
Newfoundland and Labrador will increase support for people with disabilities
The agency's estimate for November indicates real GDP fell 0.1%
Firm failed to fully investigate potentially manipulative trading by an ex-employee
Alison Nankivell succeeds Mairead Lavery