Communicating in a technological world
- By: Dan Richards
- April 27, 2009 November 17, 2019
- 09:00
Challenges include product availability, proper portfolio construction
Committing to a platform and showing your personality can help with prospecting
Amid the turmoil, some advisors seized buying opportunities and proactively comforted clients
Promoting personal interests can persuade clients to commit to a retirement plan, says CEO of career transition organization
Pair stole millions from clients, including vulnerable investors
Firm boosts provision related to U.S. enforcement matter to US$75M
Morningstar Canada reports that investment management fees are down significantly since 2015, and clients are taking notice
Quebec court rules on decades-old legal dispute between firms