We ask three clients
The February correction was a useful check against complacency
Plus, they share how they're making a difference for others in the industry
Only one-third of these customers (33%) recall receiving advice from their banks.
Advisors share what they offer—beyond the plan
If your firm is part of Toronto’s financial services sector, policymakers might come knocking. That’s because Toronto’s financial sector is being touted as a uniquely positioned player to foster public-private partnerships (P3s), which are needed to address the growing global infrastructure gap, finds a report from Toronto Financial Services Alliance (TFSA) in collaboration with KPMG […]
The Big Question asks
Offering third-party referrals to clients is generous and helps bolster your value
Meet the portfolio managers from National Bank Financial
IFIC has proposed a series of measures aimed at helping advisors support aging clients. The proposals are contained in a submission made in response to the consultation paper “Improving Detection, Prevention and Response to Senior Financial Abuse in New Brunswick,” which was issued by the Financial and Consumers Services Agency in November 2017. “We commend […]