Big banks are stepping up their efforts to attract clients who often used boutiques in the past
The lifestyle retirement planning group was far ahead of its time, but now its survival depends on finding a new dance partner
New efforts that promote the virtues of having a financial plan in place could be beneficial for advisors and clients alike
Operating on a separate platform, TMX Select will benefit from the new “order protection” rule
Family trusts and offshore residency have caught the agency’s attention
But while the Big Three are seeing a bevy of new competitors, they still have lots of room to grow
Non-verbal messages tell your clients more than your words
Advisors who need to telephone existing clients outside of prescribed hours can ask clients for permission in advance