Michael Jantzi
Jantzi on SRI: ‘Companies are responsive’
- By: Michael Jantzi
- November 16, 2010 October 30, 2019
- 08:10
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
Former registrant filed the application in Superior Court of Quebec
The transaction will see CI GAM’s AUM increase to roughly $170 billion
Clients walk into brank branches expecting access to a mix of competitive products — that's not what they get
Amid possible mega-merger, industry primed for consolidation