In part six of Ruta’s Rules, Jim Ruta, managing partner, LifeAssist Software, explains why specializing in life insurance can lead to best results for advisors and their clients.
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
Target of insider trading case was prevented from airing abuse of process claims, court says
The loonie is lower than it's been since the early days of the pandemic
Policy work has made progress, but slow adoption leaves system vulnerable
European regulator says transition will enhance market efficiency, resilience