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Thursday February 29, 2024
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Balance your client’s inheritances with hotchpot and release clauses
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Balance your client’s inheritances with hotchpot and release clauses
Ensure an equitable estate distribution among beneficiaries who received earlier gifts and advances
February 28, 2024
Dog belongs to estate, court rules
From the Regulators
Dog belongs to estate, court rules
Core issue is ownership of the dog, which is considered property
February 28, 2024
AMF issues complaint handling rules
From the Regulators
AMF issues complaint handling rules
CIRO firms exempt from new standards for Quebec financial firms
February 28, 2024
Research and Markets
Research finds connection between financial planning and mental health
Active listening and asking the right questions are key to checking on clients' sense of well-being
February 28, 2024
From the Regulators
Rep admits to unapproved discretionary trades
Settlement includes disgorgement, penalty and suspension
February 27, 2024
From the Regulators
Ex-cop charged with investment fraud
February 28, 2024
Research and Markets
U.S. economy grew 3.2% in Q4, slightly lower than government's initial estimate
February 28, 2024
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