Phil Ackers, associate vice president, TD Waterhouse, describes the main points that advisors need consider when working with women clients. Ackers spoke at the CIFPs conference in Vancouver.
Lower income levels, lack of confidence in investing and greater exposure to eldercare issues may be contributing factors
Research found that advisors are far more likely to choose proprietary investment funds for their clients
Keep on top of all the latest tax changes in Budget 2018. Watch this webinar replay with noted tax expert Jamie Golombek.
Feds fall short of promoting sustained growth: IIAC
Advisors praised their banks' reputation, strong communication efforts and extensive support services, but work remains to be done in other areas
The banks have put accusations of poor sales practices behind them, as advisors report having larger, more productive books
New York markets finished mixed