Attracting and retaining affluent clients is an age-old problem for financial advisors. According to a recent study by The Taddingstone Consulting Group, solving the problem remains critical to the long-term growth of the financial planning industry …

A research report on Canadian millionaires shows that the wealthy are not fully satisfied with the advice and services offered by the financial services industry. Toronto-based Taddingstone Consulting Group tracks the profiles, attitudes and behaviors of Canadian millionaires and their financial advisors …