Most advisors wait far to long to implement a succession plan, says George Hartman, managing director at Accretive Advisors. A good plan can take several years to perfect and put in place. Hartman outlines what needs to be done and how long it will take. He spoke with Gavin Adamson at the TMX Broadcast Centre in Toronto.
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
Firms must communicate with advisors and provide training when implementing new systems
Advisors want fair compensation plus the ability to avoid conflicts of interest when meeting clients' needs
The acquisition also marks the launch of Canaccord’s Ottawa office