Shawn Brayman, president, PlanPlus Inc., explains how to compete against robo-advisory services by redefining your value proposition and billing model, focusing on areas where you can add distinctive value, and helping clients avoid doing the wrong thing at the wrong time. He spoke at the CIFPs 2015 annual conference in Vancouver.
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
Firms must communicate with advisors and provide training when implementing new systems
Advisors want fair compensation plus the ability to avoid conflicts of interest when meeting clients' needs
The acquisition also marks the launch of Canaccord’s Ottawa office