In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, discusses “robo-advisors” and analyzes the future impact of online competition on full-service advisors.
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
Resilient U.S. economy continues to lead the G7, France enjoys Olympics boost
Chinese government stimulus expected to contribute further inflationary pressure
Updated tax forms to be available Jan. 31, CRA says
GST break will run Dec. 14 to Feb. 15; cheques will go out in the spring