George Hartman, co-founder & managing partner at ELITE Advisors Canada Ltd, CEO at Market Logics Inc. explains the demographic shifts that will cause a rise in the demand for professional financial advice. He spoke at the 2014 Radius Practice Management and Retirement Summit in Toronto.
Inflation has slowed but is still fuelling a cost-of-living crisis, public-sector strikes and fears of recession
Protecting independence of advisors was "foremost" in the decision, BridgeForce co-presidents said
The increase comes even as the European economy slows
Asset managers representing US$11.2 trillion in AUM have signed the code
A tribunal ruled that the Joint Serious Offences Team isn't independent of the OSC
Clients may not know they’re obligated to file, and there is no cap on penalties for late filing if taxes are owed
The loonie's performance is highly contingent on external developments