In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains how to use positive reviews to offset negative ones on social media.
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
Plus, appointments at Sun Life, Connor, Clark & Lunn, Sapling Financial and more
The association is lobbying for a financial planning tax credit — it needs more QAFPs to deliver
"I’m very bullish" on potential outcomes, says interprovincial trade expert
SRO drops mandatory close-out proposal, adds new conduct-based approach