Keyword: Partnerships

29 results found

The web-based platform aims to help fund wholesalers enhance their value propositions to advisors

  • By: IE Staff
  • December 5, 2019 December 5, 2019
  • 12:54

The partnership is intended to help educate CI advisors on how to serve aging clients

The agreement expands Sun Life Vietnam's distribution network

  • By: IE Staff
  • November 26, 2019 November 27, 2019
  • 12:10

Rapport is the first credit union to join Wealthsimple's advisor platform

  • By: IE Staff
  • September 18, 2019 October 17, 2019
  • 11:33

Working with a partner can help you grow your business while making sure your clients get the best service available throughout the year

Three tips for dissolving an advisory partnership

  • By: Leah Golob
  • December 2, 2015 October 30, 2019
  • 11:30

You should invest time getting to know your potential partner before entering into a business arrangement

  • By: Leah Golob
  • August 24, 2015 October 30, 2019
  • 06:00

Many advisors are considering a merger or partnership as a way to strengthen their business and create a succession plan. Joining forces with another advisor has its advantages - if you follow a process and do your due diligence

Ruling has implications for financial firms structured as partnerships

When an associate expresses an interest in becoming a partner in your practice, avoid becoming too generous with the equity of your business. Consider the qualities of the candidate and the needs of your firm