Jim Ruta explains the common reasons clients switch advisors and gives tips for boosting client retention
Jim Ruta, former Agency executive manager, keynote speaker and coach at JimRuta.com, explains the common reasons clients switch advisors, and gives tips for boosting client retention.
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?
Feds boost SR&ED, renew accelerated investment incentive
The S&P/TSX composite index fell 562.71 points
Report sets out recommendations for addressing risks posed by leverage build ups
Following its third cut this year, Fed signals fewer reductions in 2025