Strategic partnerships with professionals will grow your practice.
First West Credit Union and Qtrade Financial Group have extended their strategic partnership agreement to at least 2019, following the recent announcement that Desjardins Group has completed a major investment in Qtrade Financial Group. Read: Desjardins acquires 40% of Qtrade shares “We believe that there is now a greater opportunity for Qtrade to help elevate […]
When selling or merging your practice, protect yourself and your clients first.
Partnerships most often dissolve in the face of changing priorities.
To increase client assets and boost business, a growing number of advisors are opting for business structures similar to those used by accountants and lawyers: partnerships.
How to know if you're making the right choice
If you have clients married to business owners, here’s some crucial information they should know, especially if they’re named in the articles of incorporation or partnership agreement
Discussing exit strategies early will help you manage a split.