Dan RichardsKathy McMillan
Advisor: Challenges, rewards of keeping all your clients
- By: Dan Richards, Kathy McMillan
- September 22, 2011 October 30, 2019
- 08:21
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
High-profile firms and their clients were targeted in 2025
Plus, promotions at Harvest and Ontario Teachers' Pension Plan Board
Retail investors targeted by so-called investment groups on social media
The pension fund is investing up to US$1.05 billion