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
This year’s topic was “The Appropriate Use of Social Media in a Financial Planning Practice”
The agency’s auditors have reviewed more than 30,000 files in Ontario and British Columbia over the past three years, generating $43.7 million in penalties
Core measure above 2% for first time in six years
U.S. stock markets finish mixed