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
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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
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Certification body agrees not to challenge CIFP’s right to use trademarked Chartered Financial Planner designation
Departure clears the way for Republicans to name new top regulator
Concerns about conflicts, insider trading, manipulation in pre-hedging trades