In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, discusses research that shows that leaving a legacy is a major hot button for wealthy clients. He explains how to address this topic with prospects.
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"