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Globe and Mail Investing • May 14, 2025

Three strategies to increase your practice’s value

Implementing targeted improvements can enhance a practice’s overall worth by making it more appealing and competitive in the market for prospective investors or buyers.

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Globe and Mail Investing • May 13, 2025

Investor complaints often follow market turbulence. Here’s how to protect your practice

Financial advisors must carefully evaluate investment options to minimize client dissatisfaction and potential legal risks associated with unsuitable recommendations during volatil...

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