Freedom and leadership drive advisor satisfaction
The Report Card’s top-rated and improving firms are focused on adaptability and advisors’ priorities
- May 16, 2022 May 13, 2022
- 00:16
The Report Card’s top-rated and improving firms are focused on adaptability and advisors’ priorities
How investment advisors rated their firms' performance
With minimum standards in place for use of “financial planner” in Ontario, it’s time for other provinces to act
"The U.S. consumer now appears to be single-handedly keeping the global economy afloat," economist said
Reports break down how much further tanking markets have to go
Growth was due to flows in financial assets and rising markets rather than expanding client bases
The federal budget proposed increasing the level of taxable capital at which a business can still access the small business rate
CREA said typical discounted five-year fixed rates have leaped from about 3% to 4% in a month
European regulators set expectations for investment funds and issuers amid the conflict
Pay has remained important to financial advisors, who value straightforward grids
Inflation in the 19 countries that share the euro currency hit 7.5% in April
Unlike stock exchanges, Coinbase's revenues are tied to the assets' value
Australia is most exposed to higher rates, a Fitch report said, while Canada ranked fourth
Technology investment alone is not a panacea
Firms are investing in support systems for a hybrid future
The key to success is providing ongoing support and system adjustments
Duane Ledgister likes alternatives for his business-owner clients
Financial advisors are seeing noticeable changes in clients' financial and retirement planning priorities when it comes to their careers
Preparing a security guide for clients is a best practice, says an IT expert
If you've been overwhelmed over the past month, two financial advisors offer ideas for improving your experience in 2023
At FP Canada's ethics session, financial planners were urged to proactively address client changes