REITs stocks are reasonably priced and can offer returns.
Get them used to your type of compensation.
Cole Kachur has pierced a client base of successful, wealthy people. Who? Dentists. How? By offering CE-accredited professional development sessions on tax issues, insurance strategies and succession planning that are priorities for this client base.
On Thursday, Fidelity Investments will offer a suite of 10 sector ETFs at an MER of 0.12%.
Creating a marriage contract helps couples protect assets.
Fund managers should take advantage of high-yield assets.
Let’s be honest. It’s more lucrative to chase wealthy prospects, but they aren’t the average advisor’s bread and butter. There are only so many affluent folks to go around, so you won’t grow your book if you keep waiting for millionaires.
Often, business partners will reach a level of comfort with each other after working together. But what happens when you open up shop with someone you already know well—your spouse?
And how much more are they willing to pay?
The U.S. economy is recovering, but Canada’s slowing down.