In part one of a 10-part series, George Hartman, managing partner with Elite Advisors Canada, explains why it’s important for advisors to plan for their succession, and outlines the components of a good succession plan.
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
Several major initiatives could launch this year
Clear and forward-looking strategic goals are key to advisor satisfaction at brokerage firms
Agents benefit from independent contractor status, undermining proposed lawsuit seeking employment benefits
How investment advisors rated their firms' performance
Clients have until end of year to take advantage of looser C-208 rules