The 7 quantifiable elements of client segmentation
- By: George Hartman
- May 8, 2010 October 30, 2019
- 18:24
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, however, can help clients plan for unforeseen health issues, layoffs
Year-to-date total still up compared with last year: CMHC
Fewer than one in 10 consumed financial advice from social media
Hidden leverage, new sources of complexity, contagion arise as funds evolve