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To see the full article click here  https://www.wealthprofessional.ca/news/emerging-markets/the-key-to-scaling-your-advisory-business-241937.aspx  The successful advisors of the past will not be heading the field in the future, according to a leading practice management consultant. Grant Hicks, president and national director of Calgary-based Practice Management, will address the theme of “Taking Your Business to...

Compliance is becoming a big part of an advisor’s business. For veteran advisors, they may reminisce of a time when there were few requirements other than an advisor report at the back of the application. However, things are changing. As products become more sophisticated, fraud...