News and resources for Canada's top financial advisors
Est. 1998
Planning and Advice
Marketing is so pervasive these days that it is often hard to distinguish between truth and the self-serving positioning. The financial services industry has long played a tacit game regarding costs, where product manufacturers and distributors downplay the importance of cost in order to maximize revenues. The inescapable truth is the more a product or […]
By John J. De Goey |May 12, 2010
3 min read
Technology
(October 2004) Being on the frontlines, training and coaching advisors and their teams across the country, I am not surprised that the ADVISOR Group’s recent Annual Dollars & Sense Survey found that the number one day-to-day challenge faced by advisors is “paperwork/administrative.” The paperwork/administrative challenge is probably unavoidable due to today’s environment of increased compliance […]
By Joanne Ferguson |October 6, 2004
2 min read
We use cookies to make your website experience better. By accepting this notice and continuing to browse our website you confirm you accept our Terms of Use & Privacy Policy.