What’s your client loyalty quotient?
Industry expert recommends advisors ask themselves five questions when assessing client loyalty.
New exchange now has listings platform
New kid on the block Aequitas NEO Exchange Inc. has taken another step – the launch of a listings platform for capital-raising companies and investment products.
Not all millennials are opposed to stocks
Many young people have a big aversion to stocks, but a 28-year-old with an interesting career actually can’t live without them.
Advisors continue to ponder an uncertain future
As the months pass and the final two phases of CRM2 are implemented, it’s only natural that advisors question the sanity of it all.
CFA Montreal has a new president
With Jacques Lussier stepping down as president of CFA Montreal, the board of directors turned to Jarislowsky Fraser Ltd. for leadership.
Investment industry hall of fame inductees announced
Peter M. Brown and Charles M. Winograd headline the latest class of IIAC Investment Industry Hall of Fame inductees.
Industry buzz on fees revolves around choice
It doesn’t matter if you’re an advisor or product manufacturer, those most affected by fees continue to have a lot to say – good and bad – about the regulators’ examination of fees.
What’s a designation worth?
On Tuesday WP looked at how important the CFP certification is to an advisor’s practice but if one Toronto advisor had his way it could become even more valuable.
Placing a value on financial advisors
Everyone beats the drum on best practices, but what is the value in following those to the letter? If you ask one investment management company, it can add 3 per cent in net returns for the client.
Turning likes into leads
Compliance-obsessed advisors get nervous when discussing Twitter, let alone using it. But social media can - and should - be more beneficial than burdensome. Here are four key steps to success.