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Keyword: Succession planning

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A financial advisory team in Oakville, Ont. has found that both clients and the bottom line can benefit when advisors work in tandem

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The advice channel’s survival depends on seasoned veterans who are willing to impart knowledge

4 tips for building succession plan for advisors

The succession planning process can be difficult, so plan ahead as much as possible

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An industry expert urged advisors to step up their game during IAFP's 2021 symposium

  • By: Katie Keir
  • September 24, 2021 September 24, 2021
  • 15:37
Concept of break career of a businessman

Continuity plans were highlighted at IFB's virtual summit

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A PwC survey finds that family business transfers have a 70% failure rate

  • By: Staff
  • April 9, 2019 April 9, 2019
  • 14:13
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Steps to limit tax in other jurisdictions

The Oracle of Omaha is proactive when it comes to his succession plan. Read: Create a stronger succession plan Warren Buffett has appointed two new vice-chairs to Berkshire Hathaway—a move that’s part of his ongoing succession plan; not related to his health, he told CNBC on Jan. 10. The new vice-chairs are Gregory Abel and […]

  • By: Staff
  • January 11, 2018 August 21, 2018
  • 14:19

When the courts may interfere with a testator’s succession plan

Pravin Kumar First vice-president and portfolio manager, CIBC Wood Gundy, Vancouver I’ve been working for 23 years, so I’m actively looking — internally and externally — for a capable associate to partner with and to eventually succeed me. To help, my firm has a dedicated succession planning team, which keeps me on track in a […]