Sylvia Garibaldi, founder of SG and Associates, discusses the role that gifts have in showing your clients you value their business. Garibaldi discusses the finer points of timing, occasions and how to ensure gifts enhance communication with clients. Garibaldi spoke to Tessie Sanci, Investment Executive 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
Initial distribution to unitholders in BFI funds cut by $170 million
German economy minister calls on the EU to stick together: "we are in a strong position — America is in a position of weakness”
Former Assante rep agrees to ban, $2.3 million in sanctions
Plus, a new ETF from Invesco, Franklin Templeton terminates funds and Interactive Brokers launches forecast contracts in Canada
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