Dan Richards
Transform prospects into clients with a catalyst
- By: Dan Richards
- March 10, 2008 October 29, 2019
- 21:53
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
Oil prices wavered on uncertainty over Middle East ceasefire negotiations