New life-planning program helps clients explore and clarify five areas of their lives, ranging from money to health to life goals. The program has boosted one advisor’s referrals and increased her AUM by 18% in the past few years
Key priorities include policy and recruitment
Off-site supervisors mistakenly believed trading platform would ensure all options trades were appropriate for client accounts
The Association of Canadian Compliance Professionals (ACCP) has announced its board of directors for 2013.
A properly diversified portfolio includes cash, fixed-income, equity and real assets
The majority companies in the S&P 500 expect slower rates of profitability and revenue growth
Jim Virtue succeeds Caron Czorny
Harley Lockhart succeeds Dean Owen
Clients must act before before December 31 to pay less in tax
Participants start saving earlier after seeing examples of the benefits of retirement