Elder abuse: Protect your clients and your practice
In part one of a four-part series, “Avoiding estate planning pitfalls,” Matthew Urback, an estates litigation specialist at law firm Shibley, Righton LLP in Toronto, flags key points in the estates process where advisors can act to protect both their clients and their practice from the impacts of elder abuse.
Changes coming to passive investment rules?
Kevin Wark, tax consultant, Conference for Advanced Life Underwriting, and managing partner, Integra...
Breaking down Ottawa’s proposed tax changes
Kevin Wark, tax consultant, Conference for Advanced Life Underwriting and managing partner, Integrat...
Tax penalties and how to apply for relief
From TFSA over-contributions to repeated late-filing, Adrienne Woodyard, partner, DLA Piper (Canada)...
Staying clear of tax mistakes and penalties
Adrienne Woodyard, partner, DLA Piper (Canada) LLP, discusses how to avoid the most common tax filin...
Don’t let tax documentation go wrong
From documents to deadlines, from fires to floods, Adrienne Woodyard, partner, DLA Piper (Canada) LL...
CRA audits: Risks, pitfalls and tips
In part one of a four-part series, “Advisors and the CRA: Managing mistakes, audits and penalties," ...
Advisors, put your smartphones away
Dan Richards, CEO, Client Insights, shares research on how financial advisors can boost productivity...
Taking a mobile first mindset
Dan Richards, CEO, Client Insights, discusses how more consumers are using smartphones as their prim...
Why we’re all in the data management business
Dan Richards, CEO, Client Insights, explains how data management can help you improve your online co...