Dan RichardsRick Claydon
Patience, fee-based: key words for client accountant referrals
- By: Dan Richards, Rick Claydon
- February 27, 2011 October 30, 2019
- 20:59
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
Firm founder Danny Popescu has vacated the role to become executive chair
No longer a U.S. niche, these products attract investors focused on financial independence and an early retirement
Regulators should collaborate on the new technology — identify key issues, assign responsibilities and lay out firm expectations
Regulators seek boost in reporting thresholds to reduce small firm demands