Significant product changes offer opportunities to engage clients, get to know them better and address suitability
Branch-based advisors with the Big Six enjoyed book and client-roster growth
To ease client worries, advisors may need to be responsive in case of emergencies
An advisory group will provide input on title regime and oversight
From product allocation shifts to differences in the average advisor’s profile, notable distinctions were revealed
RFRA, RRA and RRC are the latest approved designations
FP Canada releases its latest financial stress index
Use these tips to meet their expectations