Advisor News

How this former telecom salesperson landed a career in financial planning

Responsible investing is growing, but advisors aren’t driving adoption

Canadians will still have to file U.S. estate tax returns even if Trump extends higher exemption amount

Four year-end tax tips for U.S. citizens living in Canada

Why transferring wealth during a lifetime can make sense

A financial plan is a start. Getting clients to follow through is the hard part

The risks of favouritism when it comes to bequests

How the U.S. election affects cross-border clients and their taxes

Why this former educator got out of the stock market and invests only in GICs

Why financial planners are taking longevity assessments more seriously

Leaving an unequal inheritance to children comes with risks

With the U.S. election over, much uncertainty remains for investors

A meeting with Vanguard founder John Bogle inspired this pro hockey player to become an advisor

Three questions to ask wealthy clients about charitable giving

How to help clients negotiate a severance and plan for the future

What do DIY investors really want?

The state – and continued evolution – of Canada’s investment funds industry

Why this former priest and addictions counsellor – and his wife – moved back to Canada to retire

Managing remains after death might be more complicated than you think

The importance of setting money aside to pay final taxes and debts in an estate

How advisors can use technology to provide advice at all times

Her mom had a scarcity mindset. Her dad was carefree with money. How this adviser learned to balance the two

What type of will does your client need?

Using investment solutions as an advisor recruitment tool

This former health care industry executive thought she’d work forever. Then she went on vacation for a month

Three things people underestimate about being stuck in the sandwich generation

‘Tale of two investor demographics’ as young folks opt for DIY solutions, survey finds

Turkey talk and capital gains uncertainty

Delays with capital-gains tax legislation put some taxpayers in precarious position with the CRA

This advisor was a crypto entrepreneur before launching a career in financial services

How to have the right kind of money conversation on Thanksgiving weekend

Why cross-border issues are a growing part of estate planning

Financial planning and life lessons from a casino

Pet sitting provides good company as this retiree travels the world

Investing in a corporation is still beneficial for entrepreneurs after capital gains tax hike: report

The pros and cons of retired grandparents moving closer to their families