Practice

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

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

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

By Noushin Ziafati |April 22, 2024

4 min read

Opinion: Financial advisors require a Hippocratic Oath

Industry interests preclude compensation changes, so advisors must take a stand and commit to doing what’s right

By John De Goey |April 18, 2024

3 min read