Succession planning – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Thu, 10 Oct 2024 19:20:16 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.3 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Succession planning – Investment Executive https://www.investmentexecutive.com 32 32 Branch advisors’ role in contingency planning for their books https://www.investmentexecutive.com/newspaper_/report-card-on-banks/branch-advisors-role-in-contingency-planning-for-their-books/ Tue, 15 Oct 2024 12:46:54 +0000 https://www.investmentexecutive.com/?p=494476 How big banks ensure a smooth transition from one branch advisor to another

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]]> Planning still in the spotlight https://www.investmentexecutive.com/newspaper_/brokerage-report-card/planning-still-in-the-spotlight/ Wed, 05 Jun 2024 13:19:00 +0000 https://www.investmentexecutive.com/?p=486908 Support for both financial planning and succession planning by advisors remain areas of interest

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]]> Berkshire Hathaway event gives good view of Warren Buffett’s successor https://www.investmentexecutive.com/news/industry-news/berkshire-hathaway-event-gives-good-view-of-warren-buffetts-successor/ Mon, 06 May 2024 14:08:14 +0000 https://www.investmentexecutive.com/?p=485281 The event also raised new questions about the company's succession plan

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]]> Rep incorporation proposals prove to be sticky wicket https://www.investmentexecutive.com/news/from-the-regulators/rep-incorporation-proposals-prove-to-be-sticky-wicket/ Mon, 08 Apr 2024 21:26:46 +0000 https://www.investmentexecutive.com/?p=483358 Industry divided on, investor advocates opposed to, reforms

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]]> What clients need to know about employee ownership trusts https://www.investmentexecutive.com/news/industry-news/what-clients-need-to-know-about-employee-ownership-trusts/ Fri, 05 Apr 2024 20:24:23 +0000 https://www.investmentexecutive.com/?p=483124 Business owners should compare EOTs with other exit options

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]]> Wealthica offers consolidated reporting for family offices https://www.investmentexecutive.com/news/industry-news/wealthica-offers-consolidated-reporting-for-family-offices/ Tue, 27 Feb 2024 17:34:46 +0000 https://www.investmentexecutive.com/?p=481131 The platform also launched a cost base calculator

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]]> Small firms need living wills: OSC https://www.investmentexecutive.com/news/from-the-regulators/small-firms-need-living-wills-osc/ Fri, 26 Jan 2024 19:25:30 +0000 https://www.investmentexecutive.com/?p=479360 Regulator calls for continuity plans at one-man shops

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]]> Family businesses aim to accelerate succession: KPMG https://www.investmentexecutive.com/news/research-and-markets/family-businesses-aim-to-accelerate-succession-kpmg/ Thu, 23 Nov 2023 19:56:12 +0000 https://www.investmentexecutive.com/?p=475932 Numerous changes, including tax rules, add pressure to Canadian enterprises

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]]> Positioning your book for a sale https://www.investmentexecutive.com/news/industry-news/positioning-your-book-for-a-sale/ Thu, 21 Sep 2023 19:48:19 +0000 https://www.investmentexecutive.com/?p=472047 There's more than one approach to advisor succession

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]]> Are high rates affecting the market for books of business? https://www.investmentexecutive.com/news/industry-news/are-high-rates-affecting-the-market-for-books-of-business/ Wed, 02 Aug 2023 20:33:34 +0000 https://www.investmentexecutive.com/?p=469495 Any impact of higher borrowing costs is subtle, as many factors can determine the value of a practice

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