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Borzi: DOL Should Not Defer to SEC's Reg BI
If it's adopted without major changes, the “industry continues its conflicted practices,” the DOL fiduciary architect tells ThinkAdvisor.
Pot Sales Edge Up in Slow Start for Canada’s Legal Market
Interest in legalized cannabis is slowly growing in Canada, but it is growing.
The 3 Stages of Widowhood, and How Advisors Can Help
Kathleen Rehl tells ThinkAdvisor how to help widows move forward financially — and how to avoid getting fired.
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Sponsored by John Hancock Investments
Discover the upside potential of strategic beta and show your clients why it may be a fit for their portfolios.
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Delighting the Customer: The Importance of Customer Perception
Making sure customers are satisfied is no longer enough. Discover six ways to delight your clients, while solidifying your bond.
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Preparing Clients for Any Market Scenario -- An Advisor's Guide to Market Movement Strategies
You need a way to effectively manage client expectations, especially when the market makes erratic swings. Answers to three key questions will give you a great place to start.
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