Shawn Brayman, president & CEO, PlanPlus Inc., highlights the lack of consistent standards regarding how advisors assess a client’s risk tolerance, and explains why the profession needs to define common guidelines.
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
Plus, multiple other firms launch funds, announce fund changes
Return travel by car drops 35.2% year over year: Statistics Canada
"Neither side wants a decoupling,” said Treasury Secretary Scott Bessent, adding previous tariff levels amounted to an "embargo"
New CEO and other people news from Fiera Capital, Montrusco Bolton, Great-West Lifeco