Jim Ruta, president, AdvisorCraft Media and Consulting, explains prospecting is not a separate activity, but an endeavour you need to work at consistently for best results. He gives eight tips on how to make your prospecting successful.
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
Advisors surveyed for 2025 also singled out compensation as an area requiring improvement
App to allow betting on economic, financial metrics
Revisions aim to prevent disclosure duplication, added burden
How advisors and planners in the Report Card series rated their industry channels collectively