Practice

How to choose your successor

Most exes haven't identified a successor, says a new survey. Here are 3 tips on how to choose.

By Staff |October 12, 2012

1 min read

Beware these 6 financial mistakes

No one likes to lose money. But if you make a bad financial decision, it can set you back a hefty penny or two. In the U.S., for example, the average mistake costs $23,000, reports MoneyWatch. While investing isn’t foolproof, there are some steps you can take to avoid potential losses. Read: Mind those mistakes […]

By Wire services |October 11, 2012

1 min read

How I dealt with succession planning

The average age of a financial advisor in Canada is around 56. Yet most advisors don't have a succession plan.

By Brynna Leslie |October 11, 2012

4 min read

5 (new) tips for using social media

Using social media is easier than you think

By Brynna Leslie |October 11, 2012

3 min read