The web-based platform aims to help fund wholesalers enhance their value propositions to advisors
The partnership is intended to help educate CI advisors on how to serve aging clients
The agreement expands Sun Life Vietnam's distribution network
Rapport is the first credit union to join Wealthsimple's advisor platform
Working with a partner can help you grow your business while making sure your clients get the best service available throughout the year
Three tips for dissolving an advisory partnership
You should invest time getting to know your potential partner before entering into a business arrangement
Many advisors are considering a merger or partnership as a way to strengthen their business and create a succession plan. Joining forces with another advisor has its advantages - if you follow a process and do your due diligence
Ruling has implications for financial firms structured as partnerships
When an associate expresses an interest in becoming a partner in your practice, avoid becoming too generous with the equity of your business. Consider the qualities of the candidate and the needs of your firm