News and insight on succession planning, advisor transparency and compliance from the Independent Financial Brokers of Canada Toronto Summit in Mississauga, Ont., Nov. 1-2. Photo copyright: kasto123RF.
November 2, 2016
News and insight on succession planning, advisor transparency and compliance from the Independent Financial Brokers of Canada Toronto Summit in Mississauga, Ont., Nov. 1-2. Photo copyright: kasto123RF.
November 2, 2016Although 90% of advisors feel they have an obligation to their clients to create a succession plan, only 19% of advisors have a succession plan in place
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