The best time to discuss potential medical costs in retirement is when clients are in their 40s or 50s
Although a few insurance companies are leaving the annuities business, the income-producing vehicles may be a good fit for clients who want to avoid investment risk
ETFs lend themselves to a specialized focus on new investing ideas. Many providers are rising to the challenge
Multinational companies with significant operations in emerging markets provide a safer alternative to the stocks of local companies
Referrals are key to boosting your roster of HNW clients
The children of the wealthy have different ideas about financial advice — and those who provide it. Understanding that mindset can help retain families when wealth transfers take place
Many investors, including HNW clients, need to be educated about the world of opportunity in global markets
The CRA is increasing efforts to collect taxes due on assets held offshore. Clients who fail to comply could face hefty penalties
The CRA is targeting advisors who appear to be engaging in high-frequency trading and day trading to boost their TFSA earnings. Some advisors say the audits are unfounded and more clarity is needed on the rules
Sovereign and corporate emerging-market bonds carry greater risk, but offer potential for significant pick-up in yield to bonds from developed markets