Challenges caused by the Covid-19 pandemic have affected owners’ exit timelines, the CFIB says
Availability of capital is influencing acquisitions
Steps to limit tax in other jurisdictions
Advice for advisors selling their books
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 […]
Options for ownership
72% of those aged 25 to 39 export goods and services.
Consider these approaches to maintaining excellent client relations
Often, independent advisors are brought in at different times and aren’t aware of the other advisors who are providing services.
Transferring a practice is often the largest business deal a financial advisor will oversee.