In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, outlines strategies advisors can use to ease prospects’ resistance to moving their accounts.
The May crude oil contract dropped US$1.30 to US$96.57 per barrel
Market volatility “feels worse than it's been”
SEC alleged Canadian involved in penny stock pump-and-dump scheme
BCSC enforcement hearing set to resume next month
Many trusts may need to amend 2024, 2025 tax returns
Social relationship with regulator's key witness in case leads to recusal
A year after Liberation Day, global trade has proven resilient as the U.S. keeps on importing
Plus, new emerging market, target-date and tech funds, and a raft of fund changes