In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, gives three tips on having productive conversations in casual situations.
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
They rose 2.3% in 2025, while business insolvencies fell by 21.8%
Rents are still 12.9% higher than levels seen before the Covid pandemic
Plus, GreenShield buys Kii Health's Canadian mental health services segment
Trust account used in fraud, misappropriation, Law Society finds