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Marijuana in the Workplace: Complex Cases that May Dictate the Laws
Marijuana use may soon become a factor in the workplace but the issues aren’t all so black and white for employers who will have to address them. Here’s more from Philippe Richer about a complex leadership issue that will challenge you as marijuana legalization is looming.
Advisors Lack Holistic Planning Focus: 50% of Future Clients Will Demand It
A new report demonstrates that many advisors are unprepared to meet the changing demands of their clients, particularly with regards to holistic goal planning in wealth management. This will be among the top things that 50 percent of investors will look for when selecting an advisor by 2022.
People in the News – Aaron Robertson Loved DAC 2017
It’s time to register for the 2018 Distinguished Advisor Conference in Quebec City and make it your conference this year! Aaron Robertson from Alitis Investment Counsel was already thinking about making it his after last year’s event. Hear what he had to say and join us.
