Part 6: What million dollar clients are looking for in an advisor
- By: Jason Webster
- May 8, 2009 October 29, 2019
- 09:42
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
Accountant allegedly found assets used to lure investors to schemes
Plus, Raymond James gains Richardson advisor, and promotions at BMO, CI GAM, Wellington-Altus and more
Women continue to face systemic issues in Canada's financial planning industry — Tanya Staples has an idea
Help clients benefit from opportunities with TFSAs, RRSPs, RRIFs and more