Senior advisors
Part 9: Succession plans flow naturally from team growth
- By: Senior advisors
- October 7, 2008 October 29, 2019
- 08:31
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
Agency found firm failed to report suspicious transaction
U.K. agency brings first proceeding alleging illegal promotional activity
Aging client base, different registered accounts are changing how advisors see RRSP season
Housing starts forecast to drop to 247,000 this year as costs, inventories rise