In part three of a six-part series, “Keeping your practice compliant,” Ellen Bessner, partner, Babin Bessner Spry LLP, and Dan Richards, CEO, Client Insights, explain why face-to-face meetings are essential to advisors’ know-your-client obligations.
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
Tariffs to remain in place until Canada, Mexico stop drugs, people from illegally crossing borders, Trump says
Trump threatened to impose a 25% tariff on all products from Canada, Mexico
Both goods, services trade activity rose after mixed second quarter