To protect your clients, your staff, and your legacy, you must put together a suitable succession strategy years before you plan to make your exit
Financial advisors surveyed for the Report Card say they like the stability of their firms
Firm will stop selling five living benefit products through all channels
Taxpayers and their advisors should now be aware that the so-called related-party initiative appears to be a long-term project
Advisors should talk to their clients about the risks in their digital lives
CGA Canada pulls out of discussions; CICA, CMA Canada remain committed
Financial services firms will face daunting challenges
Some dealers still have a lot of work to do when it comes to making their tech tools and advisor desktop accessible to advisors. Other firms, however, are starting to step up their game
Many boomers are worried that large portions of their estates could end up in the hands of a child's ex-spouse
The good news: Advisors earned more this past year. The bad news: They are shouldering ever-increasing operational costs while reward and bonus targets are set too high to be achievable