Setting the bar higher for your service standards
- By: Jim Ruta
- May 29, 2009 October 29, 2019
- 07:35
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
Advisors surveyed for 2025 also singled out compensation as an area requiring improvement
Insurer, MGA fined a total of $115K for paying commissions
Revisions aim to prevent disclosure duplication, added burden
Man with "extensive criminal convictions" forged criminal record checks