Key considerations to put together a plan that works for you
How big banks ensure a smooth transition from one branch advisor to another
Support for both financial planning and succession planning by advisors remain areas of interest
The event also raised new questions about the company's succession plan
Industry divided on, investor advocates opposed to, reforms
Business owners should compare EOTs with other exit options
The platform also launched a cost base calculator
Regulator calls for continuity plans at one-man shops
Numerous changes, including tax rules, add pressure to Canadian enterprises
There's more than one approach to advisor succession