Putting standardized practices in place that a buying advisor could assume easily is a key way to maximize the value of your financial advisory practice
Claude Chene will create the distribution vision and strategy as well as oversee sales and relationship management activity on a global basis
The program is tailored to cater to the specific needs of EMD advisors, which differ from brokers or mutual fund dealer reps
U.S. subsidiary will serve as subadvisor for Manulife U.S. Diversified Growth Fund as of July 15
The fund aims to provide diversification through many currencies, countries and yield curves
Greg Woynarski was elected as chairman while three prominent participants in the securities industry joined the board for the first time
Kim Jativa joins the Calgary-based firm after nine years with IA Clarington Investments
Listen to what women clients say and engage with them one-on-one or in small, intimate, women-only gatherings
Social media will help you learn more about clients in a timely fashion, but don’t ignore making personal contact
Prospective clients could use social media to learn about your extensive qualifications or expertise and decide to invest with you as a result