Terry Ritchie
Part 4: Advisor cracks open his fee-based book
- By: Terry Ritchie
- June 16, 2009 December 15, 2017
- 10:19
Total gross assets was $2.51 trillion, according to Statistics Canada
The change supports agency's shift to digital services
Households' net financial assets saw the largest increase on record
Agency is aiming to handle a "very high forecast" in demand
After first half pause, offshore investors back buying bonds in Q3
Plus, other product launches and news, including more ESG fund terminations
Beware of shiny objects — with market froth waning, fundamental strength will overtake momentum next year
Focus on the end-to-end advisor experience with tools and implement change management best practices