Practice Management – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Tue, 26 Aug 2025 17:10:40 +0000 en-US hourly 1 https://wordpress.org/?v=6.9 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Practice Management – Investment Executive https://www.investmentexecutive.com 32 32 5 ways you can help clients navigate a successful business transition https://www.investmentexecutive.com/building-your-business/5-ways-you-can-help-clients-navigate-a-successful-business-transition/ Tue, 26 Aug 2025 17:10:33 +0000 https://www.investmentexecutive.com/?p=518441 Firm hopes to support younger advisors through new practice financing program https://www.investmentexecutive.com/building-your-business/firm-hopes-to-support-younger-advisors-through-new-practice-financing-program/ Tue, 20 Jun 2023 10:00:14 +0000 https://www.investmentexecutive.com/?p=467297 How to write a job posting for an assistant https://www.investmentexecutive.com/building-your-business/how-to-write-a-job-posting-for-an-assistant/ Fri, 09 Jun 2023 13:00:28 +0000 https://www.investmentexecutive.com/?p=466769 In tight labour market, finding a good assistant isn’t getting any easier https://www.investmentexecutive.com/building-your-business/in-tight-labour-market-finding-a-good-assistant-isnt-getting-any-easier/ Tue, 06 Jun 2023 14:00:19 +0000 https://www.investmentexecutive.com/?p=466490 When your child isn’t fit to be your successor https://www.investmentexecutive.com/building-your-business/when-your-child-isnt-fit-to-be-your-successor/ Mon, 29 May 2023 16:14:25 +0000 https://www.investmentexecutive.com/?p=466211 Tips for advisors starting the succession planning process https://www.investmentexecutive.com/building-your-business/tips-for-advisors-starting-the-succession-planning-process/ Mon, 22 Nov 2021 14:04:56 +0000 https://www.investmentexecutive.com/?p=434232 Practice assessment tips for advisors working on succession https://www.investmentexecutive.com/building-your-business/practice-assessment-tips-for-advisors-working-on-succession/ Mon, 22 Nov 2021 14:02:31 +0000 https://www.investmentexecutive.com/?p=434234 Choosing and working with a successor for your practice https://www.investmentexecutive.com/building-your-business/choosing-and-working-with-a-successor-for-your-practice/ Mon, 22 Nov 2021 14:00:01 +0000 https://www.investmentexecutive.com/?p=434233 Succession planning tips from advisors https://www.investmentexecutive.com/building-your-business/succession-planning-tips-from-advisors/ Tue, 19 Oct 2021 14:00:36 +0000 https://www.investmentexecutive.com/?p=431574 Stop putting off succession planning https://www.investmentexecutive.com/news/time-to-stop-putting-off-succession-planning/ Fri, 24 Sep 2021 19:29:07 +0000 https://www.investmentexecutive.com/?p=429630