Client

Commissions ban could push advisors to sell insurance products: MFDA Fallback Image Decorative pattern

Industry

Commissions ban could push advisors to sell insurance products: MFDA

The MFDA has released a research report on its members, advisors and clients. The report aims to offer more information on MFDA members’ business operations as well as inform stakeholders of the potential impact of an embedded commissions ban. The MFDA recognizes there are factors at play that it hasn’t measured, but says, “Although it […]

By Staff |May 25, 2017

3 min read

Is less information better for your clients? Fallback Image Decorative pattern

Industry

Is less information better for your clients?

Regulators consider cutting back what companies disclose

By Al and Mark Rosen |May 19, 2017

4 min read

Talk about client hobbies to unlock planning insight Fallback Image Decorative pattern

Industry

Talk about client hobbies to unlock planning insight

In the first 10 minutes of a meeting, your client says: “I’ve been gardening. I make and can my own dilly beans, and they’re so good my friends say I should sell them.” At that moment $18-$28/hr The cost of rental space in Kitchen Sync, a licensed commercial kitchen in Winnipeg. It is open 24/7. […]

By Gil Martinez |May 12, 2017

2 min read

How to scuba dive with clients Fallback Image Decorative pattern

Planning and Advice

How to scuba dive with clients

You and a client share a love of the ocean and sea creatures. Now, he’s invited you and your significant other to his condo in the Cayman Islands for a long weekend of island and water activities, including scuba diving. What do you need to know? Before you go Be certified If you love to […]

By Susan Goldberg |May 12, 2017

6 min read