The deal will have no impact on existing advisors, insurer says
Advisors should conduct independent analysis, educate clients, write detailed notes
Improve client engagement by understanding human behaviour
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Also, wealth firm in Victoria, B.C., adopts d1g1t
Also, a selection of the latest fund news
Advisors value freedom to choose planning software, but tools must be well-integrated when provided by dealers
Kevin Gopaul becomes CIO of REX Financial Canada
Some firms change sustainability communications in light of ESG pushback in the U.S.
Preparing applicants to speak to their doctors can make the process easier