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.
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
Premier signals spending shift as province braces for economic impact of trade war
Proposed cut to lowest federal tax bracket won't be adjusted to preserve value of tax credits
Regulators are relaxing the limits on the listed issuer exemption
Newfoundland and Labrador among the most accessible housing markets