In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains how difficult it is for clients to discuss money with their adult children. He gives tips on how families can start the inheritance conversation now.
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
Lapse-supported pricing is the hidden variable in every Canadian life insurance product — most clients have never heard of it
Omnibus bill includes extended period for loss carryback strategy
Fee-only advisory firm sets up in Montreal
U.S. president announced 5-day hold on strikes against Iran energy and power targets