In part nine, George Hartman, managing partner with Elite Advisors Canada, explains what determines the value of your practice, and what do to maximize the value of your business before you put in on the market.
Insurance advisors answered multiple-choice questions about their industry experience for this inaugural research
Housing costs are a growing worry, BMO index finds
New funds hold several big names found in broad U.S. stock indexes
Effective communication, whether digital or in person, remains key to strong client/advisor relationships
S&P 500 will fall to 4,100, Canada will also see a recession, Peter Berezin forecasts
RBC still requires the credential in retail branches, FSRA provides date for forthcoming title protection review
Enforcement case volumes decline in fiscal 2024, agency says
Rep arranged a loan from one client to another to repay a "gang" debt