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Keyword: Client book

201 results found
Deal making illustration

There's more than one approach to advisor succession

  • By: Mark Burgess
  • September 21, 2023 September 21, 2023
  • 15:45
Magnifying glass highlighting investment stock quotes in business section of newspaper.

Rep sought to bring funds she managed for clients to new business


Availability of capital is influencing acquisitions


There are ethical and practical considerations when selling your book

scales of justice

A dispute among high-performing financial advisors demonstrates the importance of a clear departure agreement

  • By: Todd Humber
  • September 2, 2022 September 1, 2022
  • 11:00
Difficult choices of a businessman due to crisis

Some advisors take on too many clients outside their core market, warns Cerulli Associates

  • By: Staff
  • March 16, 2022 March 16, 2022
  • 13:53
senior couple on a rollercoaster

Clients who run out of money in retirement could bring negligence claims against too-conservative advisors

Close up business man signing contract making a deal, classic business

A session at the IFB Spring Virtual Summit offered insights for advisors

Canadian industries

Are your clients invested too much in Canada?

social network

Even the best financial advice must contend with other sources of information