Terry McCullough, professor and coordinator of financial services programs at George Brown College in Toronto, describes the three “must have” skill sets that young advisors need to enter the business and open a successful practice. He spoke with Investment Executive reporter Megan Harman 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
Firms must communicate with advisors and provide training when implementing new systems
Advisors want fair compensation plus the ability to avoid conflicts of interest when meeting clients' needs
The acquisition also marks the launch of Canaccord’s Ottawa office