Scott: HNW clients welcome simplicity
- By: Jim Ruta, Brian Scott
- May 24, 2012 October 30, 2019
- 06:00
Insurance advisors answered multiple-choice questions about their industry experience for this inaugural research
Housing costs are a growing worry, BMO index finds
New funds hold several big names found in broad U.S. stock indexes
Effective communication, whether digital or in person, remains key to strong client/advisor relationships
Industry pushes back on proposed restrictions on crypto holdings
Reaction to CIRO’s proposed changes is sharply divided
Newsmaker: CEO Grant Vingoe also wants to see binding decision-making authority for OBSI
Should insurance be offered by advisors as part of a holistic financial plan or sold as a complex product by expert salespeople?