May 2018

To see the full article click here  https://www.wealthprofessional.ca/news/emerging-markets/the-key-to-scaling-your-advisory-business-241937.aspx  The successful advisors of the past will not be heading the field in the future, according to a leading practice management consultant. Grant Hicks, president and national director of Calgary-based Practice Management, will address the theme of “Taking Your Business to...

Advisors and clients are ready for digitized insurance processes, but insurers are slow to adopt new technology. Insurance companies must therefore focus on meeting the needs of a new generation of advisors who want effective practice management tools that foster greater efficiency, says Donald Chu, chief...