In part one of a six-part series, “Keeping your practice compliant,” Ellen Bessner, partner, Babin Bessner Spry LLP, and Dan Richards, CEO, Client Insights, discuss three key issues advisors need to consider when selling their book.
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
Feds boost SR&ED, renew accelerated investment incentive
The S&P/TSX composite index fell 562.71 points
Report sets out recommendations for addressing risks posed by leverage build ups
Following its third cut this year, Fed signals fewer reductions in 2025