Stephen Rotstein
Letters of engagement and detailed notes offer key protection from client complaints
- By: Stephen Rotstein
- June 4, 2012 October 30, 2019
- 10:45
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
Wide range of proposals, from market structure to broker conflict issues, dropped
Economic impact of natural disasters goes beyond short-term, hurts investment, productivity, RBC economists say
Policymakers cited unpredictable U.S. trade policy, inflation in holding rate at 2.75%
Lending and underwriting among the world's 65 top banks rose 23% last year