Planning and Advice

When a client loses a spouse

Few situations are more difficult for an advisor than when a client loses a cherished partner.

By Dan Bortolotti |August 20, 2013

2 min read

Will the commission debate affect advisor business valuations?

The commission debate is gaining momentum, which could make your practice hard to sell if you don’t make your value clear.

|August 19, 2013

2 min read

What is my client’s company worth?

There are several approaches to determining the value of a business.

By Mark Groulx |August 19, 2013

3 min read

How to tell clients you switched firms

When leaving your current firm, breaking the news can be tricky.

By John Lorinc |August 19, 2013

2 min read