The author of the book The Financial Advisor’s Guide to Excellence is Daniel Collison. Incorrect information appeared in our February issue. Investment Executive apologizes for the error.
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Over a 30-year career, Sybil Verch sees opportunities where others see obstacles
For a young Penny Stayropoulos, financial planning was a beacon amid crisis
Glen Rattray has guided clients through many bear markets and crises since joining the investment industry in 1985
Segmenting your clients by revenue rather than assets can provide valuable insights
Beaten up mutual funds saw a ‘significant turnaround’ in the second half of the year
Auditor General took record-long 253 days to sign public accounts
Non-compliance results in denial of expense deductions, raising taxable income