In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, outlines strategies advisors can use to ease prospects’ resistance to moving their accounts.
Sharp drops for big tech companies yanked the U.S. market lower
Agency sanctions breaches of anti-money laundering rules
Some borrowers are extending their amortization periods to lower their monthly payments
Net monthly ETF inflows reach $22B in January: report
Trust account used in fraud, misappropriation, Law Society finds
Desjardins Group says business investment will be weak in 2026, another risk-off year
Precious metals action calms, while Dow Jones tops 50K
Report calls for action on data gaps, surveillance, leverage