In part six of a multi-part series, “Keeping your practice compliant,” Ellen Bessner, partner, Babin Bessner Spry LLP, and Dan Richards, CEO, Client Insights, discuss why you need a power of attorney document from every client, and give tips on when and how to broach this issue in a positive way.
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
S&P 500 will fall to 4,100, Canada will also see a recession, Peter Berezin forecasts
RBC still requires the credential in retail branches, FSRA provides date for forthcoming title protection review
Enforcement case volumes decline in fiscal 2024, agency says
Rep arranged a loan from one client to another to repay a "gang" debt