Six recommendations to help firms, advisors and clients
The final deadline to register for the CFP exam and the FPSC level one exam is coming up.
The authors identify 34 concrete, detailed strategies to improve client relationships, perform better discovery and give better advice.
Up for consultation is CSA Consultation Paper 33-404.
Hint: it involves regulatory arbitrage.
If you're considering sharpening your edge by getting a business degree, make sure you find the program that fits you best.
The researchers suggest that the path to under-representation starts early.
This decision touched a nerve with readers.
Overall, candidates entering the CFA Program in this year's exam cycle grew by 15%.
Many advisors will nod in recognition when they see their home towns touted on the list.
read more >>