Tina Tehranchian
Part 3: Building a team to achieve business vision and goals
- By: Tina Tehranchian
- April 2, 2008 October 29, 2019
- 23:20
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
Regulator details plans for "targeted support" framework to launch in 2026
OSC had previously placed restrictions on the man as a mutual fund rep and volunteer minister
The change supports agency's shift to digital services
Social media personalities may be required to register with securities regulators