Program aimed at helping investors distinguish between average and exceptional advisors
Build on your strengths
George Hartman, CEO or Market Logics Inc., describes the firm's acquisition by Accretive 360 Inc., where he takes the position of managing director for advisory services. He spoke at the TMX Broadcast Centre in Toronto.
Practice management provider advances Accretive’s vision to become leader in client engagement
Rodrigo Gordillo, an advisor with Macquarie Private Wealth Inc., describes how he built $45-million in AUM in his first three years as an advisor - with lawyers as a niche market. He spoke with Dan Richards of clientinsights.ca at the TMX Broadcast Centre.
Five ways to take your business to the next level
To be successful in today’s environment, it is no longer enough to be good at your craft as a financial advisor. You also have to be skilled at managing a business
You’ll save in more ways than you thought