Mutual fund licences still most popular, but increasingly sophisticated clients want advisors to handle broader array of products
You may want to improve your practice and the service you provide by adding a specialized qualification. Here’s how to choose the one that suits the needs of you and your clientsAs an advisor with a thriving practice, you serve a roster of client families numbering in the hundreds, offering them financial planning, insurance products […]
Volatility and declining prices slow down resources sector financings
Events compete for promotional dollars; next AGM to take place at Advocis’s Banff school
IPC advisor Wayne Baxter is now so busy he is boosting to $200,000 the minimum investible asset level for new clients
Hires Bill Kanko’s Black Creek Investment Management to manage a number of funds as one aspect of the plan
New agreement aims to provide more options to Nova Scotia’s small businesses
Retention remains the biggest challenge
Don’t cast a shadow on your client’s ball, get to the first tee on time and brush up on cart etiquette
Don’t count aging advisors out. In addition to valuable books, they have knowledge, experience, wisdom and social skills to pass along to younger colleagues