In part eight of a multi-part series, “Keeping your practice compliant,” Ellen Bessner, partner, Babin Bessner Spry LLP, and Dan Richards, CEO, Client Insights, discuss the know your client (KYC) implications of using Skype and FaceTime to meet with clients.
Insurance advisors answered multiple-choice questions about their industry experience for this inaugural research
Housing costs are a growing worry, BMO index finds
New funds hold several big names found in broad U.S. stock indexes
Effective communication, whether digital or in person, remains key to strong client/advisor relationships
Financial abuse is the most common form of elder abuse in Canada
Household saving rate declines for second consecutive quarter to 5.7%
Inflation remains mild, with little impact from tariffs so far
The chief economist at one of Europe’s largest banks reflects on how U.S. volatility is shaping investors' approaches