370,000 retired couples will enjoy a total tax cut of $106 million
November 2007 CFP Exam will be first to fully reflect new profile
The right software can keep all team members up to date on all clients’ files
When it comes to determining how much money is needed to reach one’s retirement goals, a sharp dividing line in perceptions of the size of…
Premium travel card allows customers earn points towards travel
CCH, a provider of tax research, accounting and tax compliance tools, announced Friday it has contracted Financial Plan Advantage (FPA), a provider of comprehensive financial…
Book helps owners choose the right exit strategy
Aqueduct Foundation makes use of donor advised funds
Pre-retirement singles delay saving until they reach the age of 50
Majority plan to work longer to if necessary
Year-over-year unit sales more than doubled in Calgary, Edmonton and Halifax
7.8 million tax filers reported nearly $34.5 billion of investment income
Canadians opened their pocketbooks to charities to record levels in 2005, donating more than $7.9 million, Statistics Canada said today.Overall charitable donations were nearly 14%…
Yearend tax deadlines, business-related functions and family activities can make the holiday season more anxiety-inducing than festive. Here are some tips to keep you balanced
Although less formal office attire is becoming more acceptable, you still need to be aware of what’s appropriate
From yoga to diet to a good night’s sleep, these handy tools promote healthy living
Challenges include product availability, proper portfolio construction
Committing to a platform and showing your personality can help with prospecting
Amid the turmoil, some advisors seized buying opportunities and proactively comforted clients
Registered disability savings plans and Henson trusts form a powerful foundation, but benefit coordination is key
43% of Canadians found it hard to see the value of a financial plan: KPMG
Legacy protection demands careful planning and attention to detail — advisors have a role to play
Richardson Wealth launched a flexible program earlier this year to fund internal succession plans
Every job posting must answer three main questions
Inflows to emerging markets have soared in recent months
Maintaining a steady stream of content is essential in showing readers that you are engaged and productive. There are tools and techniques to help you…
Reports from financial advisors and industry data indicate that clients are not referring their friends and family members as frequently as they did in years…