Jordan Rosenberg, business coach at The Personal Coach, discusses the three most common errors advisors make when hiring staff — and how to avoid them. He spoke with Paula Virany, Investment Executive mulitmedia editor and video producer, at the IFB Fall Summit 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
Dramatic revenue increase needed to keep pace with systems costs: regulators
Certification body agrees not to challenge CIFP’s right to use trademarked Chartered Financial Planner designation
Brokers' texting, whistleblower protections among regulator's priorities