An expert explains how and why to prepare details about your practice and clients
Christine Timms, retired advisor and author of three handbooks for professional financial advisors (christinetimms.com), explains how and why to prepare details about your practice and clients.
Timms digs deeper into succession planning in The advisor’s retirement: making a smooth transition.
Directed and interviewed by Katie Keir. Edited by Brad Ling and Emily Ferrier.
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