In part two, George Hartman, managing partner with Elite Advisors Canada, explains how putting off planning for your succession can diminish the value of your practice. He offers advice on how to get started with your plan.
Insurance advisors answered multiple-choice questions about their industry experience for this inaugural research
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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
Group seeks revisions to U.S. state rule that match SEC's Reg BI reforms
Panel dismisses call for stronger deterrence given risks posed by crypto, social media
Steeper rates have increased the debt load of low- and middle-income households