Letters of engagement and detailed notes offer key protection from client complaints
- By: Stephen Rotstein
- June 4, 2012 October 30, 2019
- 10:45
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
Approval regime, proficiency are among areas covered in latest consultation
Canadian investors add foreign stocks, while domestic debt lures offshore buyers
Easing interest rates, coupled with rising geopolitical risk, boost outlook
Marie-Claude Bibeau, national revenue minister, is among those expected to step down