In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains how to use quarterly webinars to reach prospective clients and generate client referrals.
Advisors and clients are ready for digitized insurance processes, but insurers are slow to adopt new technology
Clients say advisors are not engaging in all aspects of their financial lives
Career Pathways aims to help financial services professionals just starting out or looking to advance in their careers
The proficiency course follows requirements set out by the MFDA
Regulators will propose eliminating redundant disclosure and making greater use of online technology to communicate with investors
Manulife named most valuable insurance brand in Canada
Karen Higgins succeeds Bruce West