In part two of a three-part series about yearend tax planning, Jamie Golombek, managing director of tax and estate planning with CIBC Wealth Strategies Group, outlines new estate tax proposals from the 2016 U.S. presidential nominees, and the potential impact on your American clients.
You and your clients may need to get creative in brainstorming strategies for borrowing
Financial advisors are seeing noticeable changes in clients' financial and retirement planning priorities when it comes to their careers
If you've been overwhelmed over the past month, two financial advisors offer ideas for improving your experience in 2023
Clients should take inventory of all online accounts as their first step in creating a digital estate plan
CSA demands pre-registration undertakings from firms to protect investors
Many other funds struggled amid tumultuous global markets
A CIBC report examines Covid effects
A temporary pandemic innovation is being made permanent