Dan RichardsMark Coutts
Part 13: Veteran tips to maintain motivation
- By: Dan Richards, Mark Coutts
- April 5, 2009 October 29, 2019
- 23:00
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
Regulators seek boost in reporting thresholds to reduce small firm demands
Regulators should collaborate on the new technology — identify key issues, assign responsibilities and lay out firm expectations
Firm founder Danny Popescu has vacated the role to become executive chair
Former Conservative leader Erin O'Toole joins; CEOs, union leaders among the other names