From fine dining to paintball, make your event suit your clients’ tastes
Ensuring that clients have a sustainable stream of income during retirement has become more challenging for financial advisors. Uncertain equities markets and basement-low to negative interest rates are making that task difficult. Although a well-designed asset mix strategy has the potential to meet the income expectations of retirees, some want the greater certainty offered by […]
How can young advisors assure older prospective clients that they are qualified to offer financial advice? Here are some strategies to demonstrate that you have the skills and the support to serve these clients' needs appropriately
You must know your competitors, the products and services they offer and how you stack up against them in assessing your growth potential
The pursuit of tax evaders and avoiders is ramping up around the world. Canada has several new measures and programs to track offshore accounts, including new reports required from Canadian financial institutions
Clients can designate three main types of beneficiaries for their TFSAs: a successor holder a named beneficiary or an estate. Each type is subject to different taxation and transfer rules
Hillary Clinton and Donald Trump have completely divergent proposals on how to deal with U.S. estate taxes. Here's what to keep in mind for your clients who reside in the U.S. or who own property in the U.S.
Focus on long-term goals rather than short-term performance
Developing a rapport with your clients’ children or parents can help you expand your business
With interest rates down for the count, an overweighted position in fixed-income just won't do the job for retirees