In part 11 of Gaining Altitude, Dan Richards, CEO, Client Insights, explains how an investment management firm in Syracuse developed a website that delivers just over one new client a week. Richards unlocks they key attributes that turn a website into a driver for new clients.
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
If proposals pass, CRA can impose harsh new penalties and compel taxpayer testimony under oath
CEO embezzled bank funds in crypto "pig butchering" scheme
All fund categories reported strong inflows, except for cryptoasset ETFs