In part 12 of Gaining Altitude, Dan Richards, CEO, Client Insights, explains six words that embody an approach that can be ruinous to your business — and has in fact been the downfall of several. Richards explains how to avoid this pitfall and keep your practice current.
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
If proposals pass, CRA can impose harsh new penalties and compel taxpayer testimony under oath
CEO embezzled bank funds in crypto "pig butchering" scheme
All fund categories reported strong inflows, except for cryptoasset ETFs