Millennials, seniors and creative planning were discussed at the Advocis symposium
Details are few, but flexibility is a key theme
Breaking down various fee scenarios
Speakers at the Vantage Series discussed adapting value propositions to clients' changing needs
Industry research can make advisors feel vulnerable. Use that feeling as a call to action.
Sticky advice may have a lot to do with demographic similarities
Experts put the new CFRs in context and highlight the final changes
Start by tailoring your advice to your client's mindset
Quebec regulates “financial planner” and prohibits “financial advisor.” Ontario will regulate both.
Craft a compelling narrative about yourself, and put it where everyone will see it