In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains that the combination of CRM-2 and statistics on comparative salaries suggest that the current level of the average advisor’s compensation may be unsustainable.
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
CEO embezzled bank funds in crypto "pig butchering" scheme
All fund categories reported strong inflows, except for cryptoasset ETFs