In part 3 of Ruta’s Rules, Jim Ruta, president and head coach, AdvisorCRAFT, explains ten bennefits of annual reviews. From keeping policies and beneficary designations current to innculating clients from competitors, Ruta outlines compelling reasons for annual reviews. He spoke at the TMX Broadcast Centre in Toronto.
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
Target of insider trading case was prevented from airing abuse of process claims, court says
Behavioural design is no silver bullet, writes Harvey Naglie
The loonie is lower than it's been since the early days of the pandemic