Three tips when buying a book of business

In part seven of a multi-part series, “Keeping your practice compliant,” Ellen Bessner, partner, Babin Bessner Spry LLP, and Dan Richards, CEO, Client Insights, discuss the top three tips you need to consider when buying a book of business.

By: Dan Richards, Ellen Bessner
July 25, 2016 November 9, 2019
05:30

Hot housing market gives some Canadians cold comfort

Housing costs are a growing worry, BMO index finds

By: IE Staff
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15:02

Canadian ETFs enter the metaverse

New funds hold several big names found in broad U.S. stock indexes

By: Rudy Luukko
January 24, 2022 January 24, 2022
00:15

Staying connected as Covid persists

Effective communication, whether digital or in person, remains key to strong client/advisor relationships

By: Maddie Johnson
January 24, 2022 January 24, 2022
00:07

Regulatory issues to watch in 2022

Several major initiatives could launch this year

By: James Langton and Melissa Shin
January 24, 2022 January 24, 2022
00:06

Today's top stories

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CSA to host roundtable on derivatives rules

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Tax debts and the prescribed rate

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August 10, 2022 August 10, 2022
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Fraudsman gets 10 years for boiler room scheme

Scammers posed as legit Wall Street brokers to dupe investors

By: James Langton
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13:54

Keeping your practice compliant