Insurance Advisors’ Report Card 2015: Editors discuss key trends
- By: Pablo Fuchs
- July 24, 2015 November 9, 2019
- 08:40
Recent changes to the way that active business income earned within a private corporation is taxed may affect some of your high net-worth clients
Although advisors are likely to recommend their firm to another advisor, this changes sometimes based on their perception of their brokerage
Although overall AUM and productivity are up, this isn’t the case at all firms in this year’s Brokerage Report Card
Incorporated professionals must consider deferral, dividends and deductions
Taxpayers have been given too little time to plan next steps, CBA-CPA joint committee says
Proposed appointment still needs to be confirmed by legislative committee
The regulator also wants to toughen enforcement and see better advice given at banks