The author of the book The Financial Advisor’s Guide to Excellence is Daniel Collison. Incorrect information appeared in our February issue. Investment Executive apologizes for the error.
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Over a 30-year career, Sybil Verch sees opportunities where others see obstacles
For a young Penny Stayropoulos, financial planning was a beacon amid crisis
Glen Rattray has guided clients through many bear markets and crises since joining the investment industry in 1985
Segmenting your clients by revenue rather than assets can provide valuable insights
Firms must communicate with advisors and provide training when implementing new systems
Advisors want fair compensation plus the ability to avoid conflicts of interest when meeting clients' needs
The acquisition also marks the launch of Canaccord’s Ottawa office