Planning for cash flow after death
In a client scenario, an advisor fails to plan for an estate’s tax liabilities
- By: Michael Kulbak
- December 8, 2023 December 8, 2023
- 15:35
Latest news in Columns
Strategies to protect clients’ retirement income
Advisors can help reduce inflation’s impact
- By: Luc Lafleur
- November 27, 2023 November 23, 2023
- 15:00
Strengthening oversight and accountability of the life insurance sector
New guidance will target responsibilities of insurers, MGAs, and identify suitability requirements for life agents
- By: Huston Loke
- November 14, 2023 November 14, 2023
- 15:00
Elevated inflation risk requires portfolio modifications
Here are six ways to manage the challenge
- By: Michael Nairne
- November 1, 2023 November 1, 2023
- 15:00
Help clients get value from tax prep services
Amid automatic tax filing, a proactive approach is required
- By: Michael Kulbak
- August 23, 2023 August 23, 2023
- 15:00
Rate hikes may soon end, but caution still warranted
Balanced portfolios favouring bonds will help investors ride out economic uncertainty
- By: Steve Locke
- August 21, 2023 August 21, 2023
- 15:00
Alternative investments are rewriting the rules of risk management
Consider these three implications for client portfolios
- By: Michael Nairne
- July 13, 2023 July 13, 2023
- 15:00
What if stock and bond correlations are here to stay?
Column: Reconsider the assumption that government bonds outperform during equity sell-offs
- By: Robert Wilson
- July 5, 2023 October 7, 2024
- 15:00
New retirement realities call for new portfolio strategies
Reconstruction should focus on client needs, risk mitigation
- By: Luc Lafleur
- June 20, 2023 June 19, 2023
- 06:00
Shift your paradigm to after-tax portfolio management
Implement these five steps to better serve affluent clients
- By: Michael Nairne
- June 7, 2023 June 7, 2023
- 15:00
Investors can remain confident despite new-age banking crisis
Reassure clients to keep them focused on their long-term objectives
- By: Lesley Marks
- May 1, 2023 May 1, 2023
- 15:12
The prudent investor rule unpacked
Help clients consider an investment policy statement in their wills
- By: Michael Kulbak
- April 12, 2023 April 12, 2023
- 15:00
Investing as monetary policy tightens
Help clients ride out the storm with well-structured portfolios
- By: Steve Locke
- April 5, 2023 April 5, 2023
- 15:00
Help clients navigate retirement uncertainty
Leverage these tips to address planning and income needs
- By: Ron Hanson
- March 14, 2023 March 14, 2023
- 15:00
The estate role you need to know about
Safeguard your client’s assets with an appointed monitor
- By: Michael Kulbak
- February 15, 2023 February 15, 2023
- 15:00
Hold leadership accountable for failures in ethics
Industry leaders create the culture that influences advisor behaviour
- By: Rod Burylo
- January 11, 2023 January 11, 2023
- 15:00
Adjusting to life after Goldilocks
Position your clients for the next economic cycle
- By: Lesley Marks
- December 14, 2022 December 14, 2022
- 16:00
Leverage an insurance policy’s negative ACB
A client scenario illustrates the tax advantages for business owners
- By: Steve Meldrum
- December 7, 2022 January 3, 2023
- 15:00
Help your clients get more invested in their retirements
The new retirement reality calls for a reconstructed strategy
- By: Ron Hanson
- November 2, 2022 November 2, 2022
- 15:00
Volatility affects all your client’s assets, including their business
A client scenario shows the importance of inquiring about assets you don’t administer
- By: Michael Kulbak
- October 25, 2022 October 25, 2022
- 15:00
Investors must remain steadfast amid volatility and rate hikes
Here’s how advisors can prepare portfolios
- By: Steve Locke
- October 21, 2022 October 21, 2022
- 15:00
Reconsidering retirement as a value proposition
As clients evolve, so must advisory services
- By: Rod Burylo
- September 7, 2022 September 7, 2022
- 09:41
Tax slip error has significant fallout for client
Proactive collaboration is critical for resolution, client well-being
- By: Michael Kulbak
- September 1, 2022 September 1, 2022
- 15:00
Replacing Canada’s most important number
Opinion: Interest rate benchmark reform requires careful execution and strong collaboration
- By: Jack Rando
- August 9, 2022 August 9, 2022
- 09:25