Once you’ve decided to let a staff member go, act sooner rather than later, and prepare an exit checklist
The key to successful client appreciation is to customize and individualize your message to each client
Whether it’s a few days or a few weeks, inform your clients and empower your team
The advantage of the banks and credit unions is their branch networks
Valued client relationships go a long way in attracting and keeping advisors
Royal Bank advisors give in-house funds a thumbs-up; CIBC, credit unions get mixed reviews
Being an executor of an estate is a demanding job, with a lot of responsibility
When you’re on the road, it pays to make sure thieves can’t hijack your clients’ personal information
Options business continues to face challenges
Canadians should not wait for American counterparts