Tagged: News

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3 Ways to Boost Service and Advisory Fees

The fee-for-service model has emerged as a mainstream opportunity for advisory firms to attract next-generation clients, a previously untapped client market, according to a report from AdvicePay. The report suggests three ways that advisors...

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Why Are Indexed Annuity Par Rates So High?

What You Need to Know When interest rates fell, insurers began using volatility control indexes to cut option costs. Now, interest rates have popped back up and the volatility control indexes are still here....

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Voting is open for the CAA Worst Roads campaign

CAA launches first ever Travel Wise Week to address urgent concerns Thornhill, ON (Mar. 27, 2024) – Tired of swerving around potholes? Are you worried about your safety as a cyclist or pedestrian? Voting...

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Get Lots More Unsolicited Referrals

What You Need to Know Most engaged clients provide referrals. Accessibility helps promote engagement. You could start with wine. Most advisors have had the occasional experience of receiving an unsolicited referral from a client...