How to prepare for the hybrid DIY future
Digitization can provide product advice, but clients still want to talk to humans
- By: Greg Meckbach
- October 11, 2022 October 11, 2022
- 13:03
Digitization can provide product advice, but clients still want to talk to humans
Average sales growth forecast to fall 16%
Hiring slowed but unemployment dropped to 3.5%
Gains in school jobs offset by losses in manufacturing, recreation
Early signs of a slowing economy aren't enough, the Bank of Canada governor said in a speech
Three new reference rates, indexes will debut on Oct. 31
The bleak projections come as central banks around the world raise interest rates to tame inflation
The move could deal the struggling global economy another blow
Detached home prices down 10% year over year, condos up 3%
Second consecutive monthly export decline
Clients who owe the CRA would be wise to pay even if they dispute the amount, experts say
Competition in the space picked up in 2018 after Scotiabank acquired MD Financial Management
It is the seventh largest bank in Canada and operates more than 130 branches across the country
Including clients in a solution will strengthen relationships
Advisors must navigate a series of complicated excise tax rules to ensure they are charging clients correctly
Energy prices up 40.8%
Spending on track to slow in Q3
Aspirational planners need to take action for clients, Planworth's James Fraser said at IAFP's 2022 symposium
The target is a step toward net-zero emissions by 2050
The fintech has partnered with Equisoft to accelerate collection of client data
The measure aims to combat illicit finance
The revenue will finance initiatives to help people with lower incomes, the government said
BoE to buy long-dated British government bonds
Deloitte predicts 6% unemployment, technical recession
The financing will be put toward expansion, the firm said