Industry

Clients need written financial plans

Nearly everyone (92%) with a written financial plan follows all or most of their advisors’ recommendations, finds a survey by Desjardins Wealth, and they are more likely to achieve their financial goals.

By Staff |October 18, 2013

1 min read

Worried about CRM II? Prep with our new CE course

To help you prepare for the new requirements, industry guru André Fok Kam explains the ins and outs of CRM II’s performance reporting requirements in the latest addition to our Continuing Education offerings.

By Staff |October 18, 2013

1 min read

Younger business owners have big expansion plans

Business owners less than 35 years old are twice as likely to be planning a business expansion compared to owners 55 and over, finds a new CIBC poll.

By Staff |October 18, 2013

1 min read

Buffett sings

Attendees at Fortune’s Most Powerful Women Summit were treated to an unexpected musical number this week, the magazine reports.

By Staff |October 18, 2013

1 min read