Help clients’ kids with financial mentoring

In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains that clients need help teaching their children good financial habits. He outlines key areas where kids need help with money planning — from their first car to their first credit card.

By: Dan Richards
March 14, 2016 October 30, 2019
05:30

Firm hopes to support younger advisors through new practice financing program

Richardson Wealth launched a flexible program earlier this year to fund internal succession plans

By: Melissa Shin
June 20, 2023 June 20, 2023
06:00

How to write a job posting for an assistant

Every job posting must answer three main questions

By: Todd Humber
June 9, 2023 June 9, 2023
09:00

When your child isn’t fit to be your successor

Realizing the person you want to take over your practice isn't qualified can be a dramatic moment. How should you handle it?

By: Melissa Shin
May 29, 2023 June 9, 2023
12:14

Today's top stories

Government handouts to boost growth: Desjardins

Economic wisdom on GST holiday, rebates is questionable, economists say

By: James Langton
November 25, 2024 November 25, 2024
17:33

U.S. policy uncertainty clouds sovereign outlook

Tax cuts, tariffs, immigration policy poses risk to economic, credit conditions: Fitch

By: James Langton
November 25, 2024 November 25, 2024
16:27

CI Financial is going private

Shareholders to get $32 per share in cash, a 33% premium relative to the last closing price

By: Kevin Press
November 25, 2024 November 25, 2024
08:47

Barclays drops FCA appeal, takes £40 million fine

Regulator sought sanctions over disclosure of bank's actions during financial crisis

By: James Langton
November 25, 2024 November 25, 2024
14:17