The return on serving this asset group warrants the time and energy advisors expend to develop the business
Trend of more women at mutual fund dealers is driven by flexible working arrangements and receptive women clients
Clients can use wealth from a principal residence to help finance retirement, but advisors should exercise caution
Creditor-proof segregated funds can benefit clients at risk of being sued; and the step-up option protects against bad markets
Taxpayers can avoid large capital gains on shares by donating them to charity
The key to successful client appreciation is to customize and individualize your message to each client
With clients looking to take their portfolios global, the big issue for advisors is how much they should send overseas
More people are counting on home equity to shelter them from a retirement crunch
They cost more than mutual funds, but offer principal and creditor protection