In part five of a seven-part series, “Proven ways to boost productivity,” Dan Richards, CEO, Client Insights explains how to use Skype or FaceTime to make your telephone meetings with clients dramatically more effective.
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
Newfoundland and Labrador will increase support for people with disabilities
The loonie has been trading below 70 cents US in recent weeks
Move to dividend-payers from GICs could be big trade of 2025
Chief actuary says LifeWorks did not "respect the textual indications of the legislation"