Practice

Ethics, compliance factors to consider in referral arrangements

Your Business

Ethics, compliance factors to consider in referral arrangements

Ensure the professionals you partner with can deliver on their value propositions, industry vet says

By Noushin Ziafati |May 1, 2024

3 min read

How financial planning software companies are prepping for June 25

Technology

How financial planning software companies are prepping for June 25

Advisors without access to new capital gains modelling are sharing Excel spreadsheets in the meantime

By Jonathan Got |April 29, 2024

4 min read

Firing a team member: when and how

Your Business

Firing a team member: when and how

Ask yourself some key questions before letting someone go, experts say

By Noushin Ziafati |April 26, 2024

5 min read

How to give negative feedback to your team

Your Business

How to give negative feedback to your team

Open line of communication with staff could prevent issues down the line

By Noushin Ziafati |April 22, 2024

4 min read