Estate Planning

How the pandemic has made top advisors embrace technology and modernize their businesses

How Canada’s Top Wealth Advisors are making a difference in people’s lives

Why financial planning has become a passion to former NHLer

The worst job ever just might be serving as someone’s executor

Four ways advisors can succeed in the new hybrid world

Young people without substantial holdings still benefit from estate planning

COVID-19 has revealed big gaps in Canadians’ financial plans

The great generational wealth transfer is under way

Five lesser-known facts about TFSAs advisors should discuss with investors

Globe Advisor’s Best of 2020: Top 10 articles on holistic financial advice

Focus on strategic philanthropy increasing amid COVID-19 crisis

Investors see greater need, value in professional advice

How advisors’ charitable involvement can strengthen client relationships

Why advisors need to serve fewer clients

Can this couple support their autistic child throughout her life while hitting retirement goals?

Why an estate freeze makes sense now

How advisors are helping clients with estate-planning discussions

Raymond James acquires Canadian trust company, plans estate-planning division

Do you have a financial contingency plan? Worried Canadians updating wills amid coronavirus pandemic

Why women investors are true allies for financial advisors