Anita Anand has been appointed fellow-in-residence at the Toronto-based C.D. Howe Institute. Anand, a professor in the University of Toronto’s faculty of law, was the inaugural chairwoman of the Ontario Securities Commission’s Investor Advisory Panel. (fcollie@investmentexecutive.com). © 2014 Investment Executive. All rights reserved.
Advisors should be looking to start in depth conversations about their practices with clients
Panelists discuss CRM2 requirements along with other potential changes at Toronto event
Advisors want to avoid deal breaker situations that could trigger a client’s departure
Confirmation of receipt made easier for clients
The complexities of a sale make it critical for advisors to work with accountants and lawyers
Only 40% of advisors have given the idea of succession some kind of thought
Remind clients on how to avoid becoming a U.S. resident for income tax purposes
Regulatory changes make it imperative to communicate your value
Starting the succession planning conversation is a great opportunity for advisors to get to know the next generation