When clients sell their businesses, they’re usually unlocking wealth – which benefits their advisors.
Parrott has been involved with CLIEDIS for 18 years.
What happens when an advisor is incapacitated or dies suddenly? How will clients continue to be served without disruption?
Business owners need to plan better for their successions.
Two advisory teams explain how they’ve structured succession
National Bank Financial will soon allow advisors to give related clients single-family pricing, regardless of where each household member lives.
The majority of advisors are getting older and the cohort willing to take their places is scarce--even on Wall Street.
Firms must increasingly view succession planning as a growth strategy not a retirement strategy.
Advisory boards have a significant impact on a business's financial performance, yet only 6% of Canadian small and medium-sized enterprises use one, finds a study from the Business Development Bank of Canada.
Options for an indebted software entrepreneur facing a health crisis