Investment Executive reports from the Independent Financial Brokers of Canada’s Spring Summit in Toronto. The conference runs from May 31 to June 1. Photo copyright: kasto/123RF.
June 1, 2017
Investment Executive reports from the Independent Financial Brokers of Canada’s Spring Summit in Toronto. The conference runs from May 31 to June 1. Photo copyright: kasto/123RF.
June 1, 2017As new research shows robo-advisors are gaining traction among clients, advisors should find ways to use these tools as well as provide the unique services that set them apart
In part, this was because the insurance regulator focused its compliance examinations in the latest year on agents with a high or medium risk of non-compliance
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