Joint pain
Although some clients consider a joint account as a convenient way to avoid probate fees, this strategy can backfire
- October 27, 2017 October 27, 2017
- 00:50
Although some clients consider a joint account as a convenient way to avoid probate fees, this strategy can backfire
Proposed tax changes in the U.S. - such as eliminating estate taxes and lower corporate taxes - could affect some of your wealthy clients, especially U.S. citizens and those who own property in the U.S.
After Canada's auditor general calls for a more efficient process for tax objections, and following the CRA's survey of accountants and businesses, the agency insists it will get better
LOGiQ's exit from the retail business is a result of its inability to become competitive by building scale
Help your clients avoid these common misconceptions and missteps that can put their retirement at risk
Wellington-Altus is on the hunt for entrepreneurial advisors
At Mackenzie Financial, there's no "spaghetti cannon" creating all kinds of new products just to see what sticks
Helping clients meet their financial goals rather than beating benchmarks
Longevity and unexpected health-care costs could derail many clients’ plans
Different age groups have different preferences regarding the way you contact them. But don't assume all members of one generation share the same preferences. The key is to know your clients and have a flexible client contact program