Value-Based Education Matters to Advisors: Invest in Summer Training
According to this year’s Report Card on Banks from Investment Executive, tax and financial advisors place significant value on professional education, and have increased job satisfaction when ongoing educational opportunities are provided to them by their employers. This comes as no surprise at a time when it’s becoming more important than ever to transition from transactional processes, to holistic advice- and relationship-driven practices.
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Solving the Unethical Advisor Dilemma: Higher Standards for Education Credentials Needed
The debate is on for our July poll, with respondents split down the middle on whether or not more regulation is required to protect consumers from unethical tax and financial advisors. Many commenters agree that unscrupulous practices are an issue, but what’s the answer? Some believe the solution lies in higher educational standards. Share your thoughts!
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Bank of Canada Increases Interest Rate to 1.5%
Bank of Canada raised its benchmark interest rate to 1.5 percent (up from 1.25 percent) as anticipated, in an announcement from Governor Stephen Poloz this morning.
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Tax Literacy: Helping Canadian Newcomers Settle In
Did you know that 1,212,075 new immigrants permanently settled in Canada from 2011 to 2016, representing 3.5 percent of Canada’s total population in 2016? Tax and financial advisors have a great opportunity to help with the financial affairs of these families, especially because the tax rules are somewhat different for these residents.
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