Monthly Archives: April 2017

The Evolving New Paradigm for Financial Advice (IIAC Blog)

The Evolving New Paradigm for Financial Advice (IIAC Blog)

In early April, I attended the SIFMA Private Client Conference in Phoenix. The conference examined the new paradigm of financial advice in a rapidly changing environment. Participants discussed changes in client priorities and expectations, including the increased emphasis on value and convenience in addition to investment performance, as well as how advisors and firms are adapting to meet investors’ needs in the advent of the financial technology revolution.

Since many of the trends shaping the U.S. financial advisory business are also sweeping the Canadian marketplace, the insights and best practices shared at the conference are of interest to IIAC member firms.

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Call for Nominations: IIAC Top Under 40 Award

Call for Nominations: IIAC Top Under 40 Award

Do you know an outstanding individual under the age of 40 whose qualities and accomplishments have brought distinction to Canada’s investment industry? Submit your IIAC Top Under 40 Award nomination by June 30, 2017. Learn about the Award criteria and nomination process here.

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