Jim Ruta, president, AdvisorCraft Media and Consulting, explains that life insurance, particularly whole life, can be a valuable asset class that provides guaranteed, crash-proof returns for your clients, and also tax-advantaged estate planning.
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?
Firms must communicate with advisors and provide training when implementing new systems
Advisors want fair compensation plus the ability to avoid conflicts of interest when meeting clients' needs
The acquisition also marks the launch of Canaccord’s Ottawa office