Advisor team describes benefits of discretionary platform
- By: Dan Richards, Kelly Roberts, Jay Nash
- January 26, 2011 October 30, 2019
- 21:31
Legacy protection demands careful planning and attention to detail — advisors have a role to play
Richardson Wealth launched a flexible program earlier this year to fund internal succession plans
Every job posting must answer three main questions
Firms should focus on retention as well as recruitment
Temporary reductions can help new funds scale faster, win over advisors
CSA proposal aims to enhance disclosure and investor protection
Plus, Sonny Randhawa to leave OSC for CEO post at Canadian Public Accountability Board
Court cites competence, cost certainty in appointing administrator