In part 10, George Hartman, managing partner with Elite Advisors Canada, discusses the importance of having a written succession plan and what should be included in the document.
Insurance advisors answered multiple-choice questions about their industry experience for this inaugural research
Housing costs are a growing worry, BMO index finds
New funds hold several big names found in broad U.S. stock indexes
Effective communication, whether digital or in person, remains key to strong client/advisor relationships
Unemployment and inflation remain low, but uncertainty around trade levies remains
Auto sales saw the sharpest decline, followed by spending at home and garden centres
Dealers remain part of Canadian Forum for Financial Markets' mandate, Paglia says
Household expectations are outstripping inflation, highlighting a growing communications challenge for central banks