Dan RichardsGillian Stovel Rivers
Introducing a successor into your practice
- By: Dan Richards, Gillian Stovel Rivers
- February 17, 2010 October 30, 2019
- 18:09
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
Canada could see a general government debt-to-GDP ratio of 99% by 2027
Crypto fraud rising, as scams scale up and adopt AI tools: report
Plus, new faces at Raymond James, Designed Wealth, Assuris and FSRA
Plus, other product/index launches, fund name and management changes