In this week’s Ruta’s Rules, Jim Ruta, managing partner and chief sales officer, InforcePRO, explains why pre-approach letters work. He gives specific examples of headlines and topics to warm up prospects.
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
The Dynamic Precious Metals Fund has outperformed its category and index over one, three, five and 10-year periods
Ginette Petitpas-Taylor named president of the Treasury Board, Élisabeth Brière becomes national revenue minister
Trio of firms sanctioned for regulatory reporting issues
ETF net sales set a year-to-date record