George Hartman explains how the coming shift in technology will affect the way advisors attract prospects and onboard new clients
In part two of a three-part series, “The technology tsunami: How to ride the tide,” George Hartman, CEO of Market Logics Inc., explains how the coming shift in technology will affect the way advisors attract prospects and onboard 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
PM says he's working on a "framework" for auto producers to get relief from the countertariffs as Stellantis Windsor plant pauses production
Softer energy prices drive trend, as food, core inflation stable
In addition to a baseline 10% tariff on goods from most countries, about 60 nations will be subject to higher levies
Investment banking fees down in first quarter, as activity softens
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