In part five of a 10ppart series, Jim Ruta, president and head coach, AdvisorCRAFT, identifies three decisions you must make to be a top advisor. From where to focus your expertise, to identifying the best client base for your practice, he explains three simple — but not easy — proven steps that lead to success for advisors. Ruta spoke at the TMX Broadcast Centre in Toronto.
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
Public equities and a strong currency boost returns, though performance trails benchmark
Globally, exports rose 2% year on year, down from 4% in March
Jump in energy and water bills drives inflation to 3.5% in April
The budget doesn't do enough to modernize the province's approach to investor protection and complaint resolution