For affected registrants, the sign-up period is about to end; the deadline for investors is April 30
Market volatility, state of economy causing some independent advisors to delay their succession plans
Average AUM rose slightly while assets per household grew by 6%
Assessing income sources, diversifying are key
Challenges include product availability, proper portfolio construction
Make the most of tech while building trust with clients
Helping your clients decide how much to take out, and when, involves many variables
When a client moves to a new employer, decisions about their employee pension plan can have a profound effect
IFIC's annual investor poll found fewer investors are relying on advisors for fund purchases
IFIC outlines current initiatives, from supporting CIRO to surveying investors