Tips from those who made the transition
Availability of capital is influencing acquisitions
We asked three retired advisors
Positive industry trends, not regulatory arbitrage, supported sales last year
More firms are also emphasizing training
More financing and advice is needed, a Scotiabank report suggests
Advisors discuss the need to prepare for tough times
Tips for filling an evolving role
Digitization can provide product advice, but clients still want to talk to humans
Including clients in a solution will strengthen relationships