The majority of Canadians are not financially literate enough to invest in capital markets.
Click to take the test.
Happy Friday, everyone.
Canada-wide, 67% of the 360 people who wrote the CFP exam in June passed the test.
To help keep your employees happy and on staff for longer, do semi-annual “stay interviews.”
The Financial Regulatory Authority is pushing back against a U.S. government proposal meant to cut down on conflicts on interest between brokers and investors.
Advisor Group content editor, Jessica Bruno, is tracking efforts toward fairer markets, digging into avenues for client advocacy and the monitoring the push for the increasing professionalization of the advice industry.
Use quieter days at the practice to refresh your firm, reconnect with clients, and plan ahead.
76% of wealth managers say they understand the needs of younger rich clients, while only 61% of clients agree, finds a report. Read more.
Three in 10 small business owners have dealt with the stress and disruption of handling a legal dispute in the last three years.