Bob Sewell, president and CEO of Bellwether Investment Management, based in Oakville, Ont., explains five steps to ensure a successful partnership with your clients. He describes specific tactics to keep on the same page with your clients. Sewell spoke with Dan Richards, president, Client Insights, at the TMX Broadcast Centre in Toronto.
Long gone are the days when mutual funds and ETFs were two solitudes. Having both products has proven to be a winning strategy
The projections for mutual fund returns in the next several years are modest at best
The CSA is focused on introducing greater investor-protection rules while planning to eliminate some of the unnecessary rules and requirements mutual funds face
Multinational companies with significant operations in emerging markets provide a safer alternative to the stocks of local companies
Partnership will accelerate online availability of life insurance products to clients
Inflation, GDP reports on deck; Bank of Canada business outlook coming Friday
Veteran advisor Les Sherman makes the switch