In part nine, George Hartman, managing partner with Elite Advisors Canada, explains what determines the value of your practice, and what do to maximize the value of your business before you put in on the market.
Regulator requests monetary penalties, disgorgement, costs and market bans
Insurance advisors answered multiple-choice questions about their industry experience for this inaugural research
Housing costs are a growing worry, BMO index finds
New funds hold several big names found in broad U.S. stock indexes
Advisors surveyed for 2025 also singled out compensation as an area requiring improvement
Using settlement annuities to safeguard inheritance and navigate the 21-year rule
From planning to support, listening and learning are part of the formula for advisor buy-in
How advisors and planners in the Report Card series rated their industry channels collectively