As financial advisors age and start to think more carefully about their succession plans, they’re determining how to monetize their practices, create continuity for clients, and offer opportunities to ...

In their presentation, “Taking Care of Business: New Approaches to Business Succession Planning,” at the 59th annual Heckerling Institute on Estate Planning, Ellen K. Harrison and Natalie ...

Employee ownership of businesses has been around for many years, but the different models are still widely misunderstood, forgotten, and even shunned — including by accountants. The most popular model ...

In today’s dynamic job market, companies are constantly searching for innovative ways to attract, motivate and retain top talent. Two increasingly popular methods that bridge the gap between employees ...

MONTREAL, Jan. 8, 2026 /CNW/ - Montrusco Bolton Investments Inc. ("Montrusco Bolton" or the "Company"), a globally recognized independent asset management firm, announces that a group of employees of ...