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- Helping spouses stay on the same financial page
- The top expenses that couples face, from casual dating to the wedding day, and how advisors can help
- Some conventionally held beliefs can harm your clients
- The discovery process never ends as changes occur in clients’ lives
- Debt, taxes and potential long-term care expenses must be managed
- Help your clients avoid these common pitfalls
- John Poyser, partner, Tradition Law LLP, Estates and Trusts, explains four steps you must take to protect your client and your practice if you suspect a wealthy, older client is vulnerable to financial abuse.
- Moira Somers, a clinical neuropsychologist, professor, and financial recovery expert based in Winnipeg, explains practical techniques for bringing clients back to their best and clearest thinking. She spoke at the CFP Professional Symposium in Toronto.
- Special FeatureLonger lives are transforming financial advice. A special feature from the Mid-November 2015 issue of Investment Executive
- Darren Coleman, senior vice president and portfolio manager at Coleman Wealth/ Raymond James, discusses the challenges of investing in retirement and the need for clients to hold stocks.