In part 3 of Ruta’s Rules, Jim Ruta, president and head coach, AdvisorCRAFT, explains ten bennefits of annual reviews. From keeping policies and beneficary designations current to innculating clients from competitors, Ruta outlines compelling reasons for annual reviews. He spoke at the TMX Broadcast Centre in Toronto.
Regulator requests monetary penalties, disgorgement, costs and market bans
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
CSI brand will continue, Fitch Learning says
Larger samples conducted by the agency show 90% accuracy, CRA secretary of state says
Plus, a new ETF provider enters the scene, other products announced, firms make fund changes
Report also calls for independent mechanism to define capital under the federal government's new spending framework