Dan Richards, CEO, Client Insights, explains what advisors can learn from the “peer group effect” that made the convicted fraudster consistently appear to be a wise and safe choice for certain communities.
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?
Chinese government stimulus expected to contribute further inflationary pressure
Updated tax forms to be available Jan. 31, CRA says
GST break will run Dec. 14 to Feb. 15; cheques will go out in the spring
The insurer is off-loading lower-return assets