Best known for his high-energy presentations on the art of high performance and his advocacy of principled professionalism, Burlington, Ont.-based Jim Ruta has agreed to co-operate with two other financial services consulting firms. Rather than compete with leaders in related fields, Ruta has agreed to affiliate agreements with Chicago’s Hoopis Performance Network and Waterloo, Ont.-based […]
Two DundeeWealth advisors in Ancaster, Ont., have teamed up to provide both planning and investment advice to middle-aged, middle-income working families
Rosemary Smyth’s new book contains advice that could apply to any stage of an advisor’s career. Keep it close at hand
Is your financial advisory practice’s strategic planning process stuck in neutral? If so, you may want to ask yourself — and your staff — the 10 key questions that will help you come to a consensus and implement a solid strategy
The recent acquisition of Market Logics will help Accretive 360 create resources for a new online practice-management platform
Confidence is the key to success
Program aimed at helping investors distinguish between average and exceptional advisors
Build on your strengths