Elements of an efficient client introduction process
- By: Dan Richards, Dave Turner
- January 17, 2010 October 29, 2019
- 00:00
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
FDI hit $96.8B last year, the highest level since 2007
Plus, Canadian fintech investment moderates to US$2.4B in 2025
The debut of cheaper funds is driving investors' costs down, research finds
Proposed settlement faces court approval hearing in June