Prepare clients for their year-end statements
- By: Dan Richards
- January 12, 2009 November 17, 2019
- 10:03
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
Trust account used in fraud, misappropriation, Law Society finds
Plus, GreenShield buys Kii Health's Canadian mental health services segment
Desjardins Group says business investment will be weak in 2026, another risk-off year
Report calls for action on data gaps, surveillance, leverage