Sam Chinniah gains the trust of wealthy clients through unadorned honesty
For the second year in a row, advisors are satisfied with compliance, bucking the trend of years past
Advisors can help parents by recommending funding strategies
“The recession is changing some people’s purchasing habits,” says an analyst, “and there is a sensitivity to price value that’s very strong”
Success of segregated fund sales shows clients are looking for guarantees
Tie up loose ends and be clear on whether you should be contacted
Analysts suggest investing in companies that manufacture plasma and LCD panels because of supply and demand dynamics
Most firms have not lowered their incentive standards for mutual funds as a result of the downturn (includes chart)
Traders urged to expand their skill set
IFIC conference stressed that educating young Canadians on financial matters must be of utmost importance