Wanted: Enhancements to in-branch HNW services
Advisors need more support to retain mass-affluent clients with growing wealth
Advisors need more support to retain mass-affluent clients with growing wealth
Advisors at certain banks said they didn’t have much to offer in the way of estate planning and financial planning
Product shelves at some banks are changing thanks to the client-focused reforms
Advisors swung sharply toward mutual funds and away from most other products
Advisors’ bonuses are increasingly being tied to client satisfaction
How bank-branch advisors rated their firms
Advisors and planners have some unmet expectations when it comes to their banks’ support services
Some advisors who couldn’t easily work from home expressed frustration
Advisor-owned firms have added billions in AUA by poaching advisors from banks
The CSA hasn’t set a timeline for reforms
Issuers and regulators have work to do
Elke Rubach was a successful lawyer when she discovered her passion for helping people understand finances
Clients should take inventory of all online accounts as their first step in creating a digital estate plan
The province could spend upward of $600 million just to fight the wildfires
Editorial: There’s a lot to do, and much of it is easier said than done
Inflation and the economic recovery will support portfolio managers looking for deals
