Jim Ruta, president, AdvisorCraft Media and Consulting, explains why qualifying prospects for fit with your style of business yields better results for both you and your clients. He runs through a checklist to help determine suitability between you and your prospective clients.
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?
If proposals pass, CRA can impose harsh new penalties and compel taxpayer testimony under oath
Majority underweighted energy and materials, overweighted consumer stocks over 17-year study
All fund categories reported strong inflows, except for cryptoasset ETFs