In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains how to create marketing materials that set you apart from other advisors.
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
Reports on sales and assets offer initial glimpse of industry impact
TMX reports monthly transactions double in March
A “deep liquidity crunch” caused bond ETFs to trade at a discount to NAV
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