Rodrigo Gordillo, an advisor with Macquarie Private Wealth Inc., describes how he built $45-million in AUM in his first three years as an advisor – with lawyers as a niche market. He spoke with Dan Richards of clientinsights.ca at the TMX Broadcast Centre.
Richardson Wealth launched a flexible program earlier this year to fund internal succession plans
Every job posting must answer three main questions
Firms should focus on retention as well as recruitment
Realizing the person you want to take over your practice isn't qualified can be a dramatic moment. How should you handle it?
Newfoundland and Labrador will increase support for people with disabilities
Members considered cutting by just a quarter-point
The agency's estimate for November indicates real GDP fell 0.1%
Chief actuary says LifeWorks did not "respect the textual indications of the legislation"