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.
Greater inclusion of women as users, providers, and regulators of financial services would have benefits beyond addressing gender inequality
Improving efficiency and enhancing service are firm’s top priorities
Client “onboarding” platform simplifies moving to a new firm for advisors
New government expresses concern about CSA’s proposals
These ETFs are more likely to outperform, as they can deviate from their benchmarks and exploit market inefficiencies
Advisors must start relationships with prospective heirs early to demonstrate why they are better than the competition
Investors respond to pipeline action