This week: Canadian regulators back off the fiduciary standard and women investors get smarter, but the real gem is the out-of-the-box thinking on these test questions. How can an answer be so wrong, yet so right?
Yet, pressure builds to reform the “suitability standard.”
Your own treasure trove of client data may be the best place to start.
When Sallie talks, smart female investors listen.
Most advisor websites are terrible. Here are 9 that aren’t.
Name the quadrilateral. Literally.
Jay Palter is a social business strategist and marketing expert specializing in building social networks for financial professionals and wealth management firms. For more information, visit http://jaypalter.ca or follow @jaypalter on Twitter.