In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains that combining traditional and digital outreach strategies yields the best results for client engagement and retention. He gives 10 pragmatic tips for a new model for advisor-client communications.
Segmenting your book can help you serve clients better
CSA reforms on referral arrangements have been put on the back burner — for now
A mixture of the latest wireless networking standard and some configuration tricks can ensure that you have excellent coverage throughout your office
A look at the opportunities and risks advisors face
An Ontario court certified the class action against TDAM over its funds paying trailers to discount brokers
A tax preparer used his inside knowledge of CRA operations to file fraudulent returns
GMP Capital says it would consider acquisitions of "like-minded" IIROC-member businesses
But it's unclear how a rate cut would counteract the effects of the coronavirus