Letter: Policy implementation shouldn’t be a partisan issue
Cited risks from collaboration with industry are unfounded, writes Paul Bourque
- By: Paul Bourque
- September 7, 2022 September 7, 2022
- 10:42
Cited risks from collaboration with industry are unfounded, writes Paul Bourque
As clients evolve, so must advisory services
Proactive collaboration is critical for resolution, client well-being
Opinion: Interest rate benchmark reform requires careful execution and strong collaboration
Advisors play an essential role in improving client confidence
The industry must learn to better sense investor needs instead of reacting to regulations, writes Ken Kivenko
Understanding power of attorney versus trusted contact person
Economies brace for slower economic growth
CEO Ken Rae sells his stake but stays on as key leader
Disappointment rests on a mistaken presumption, writes Ian Russell
Humans can continue to adapt to the historically modest changes recently seen in our climate, writes David McGruer
Jump the credibility curve with executors and beneficiaries
Safeguard your business by knowing your client’s PoA and executor
The Liberals’ re-election prospects look promising thanks to the co-operation of Big Pharma
Implement these five steps to better serve affluent clients
Reassure clients to keep them focused on their long-term objectives
Help clients consider an investment policy statement in their wills
Minimum standards for credentialing bodies, and the robust process for approving those bodies, were determined after extensive consultations, writes Huston Loke
In most instances, the industry has only itself to blame for the protracted and costly nature of policymaking in this country, writes Harvey Naglie
An investor advisory council would allow retail investors to speak on their own behalf and promote active dialogue between regulators and investors, writes Ken Kivenko