In part six of a seven-part series, “Proven ways to boost productivity,” Dan Richards, CEO, Client Insights, explains how minor mistakes, if dealt with properly, can improve client relationships.
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 loonie has been trading below 70 cents US in recent weeks
Move to dividend-payers from GICs could be big trade of 2025
Chief actuary says LifeWorks did not "respect the textual indications of the legislation"