Earl Bederman to become vice chairman, North America, with Asset International Inc. after the acquisition
Clients who register assets with their grown children as joint tenants could be asking for trouble. Things can sour when more than one child is involved there have been cases in which one child has decided to keep all the money
Helping clients establish a savings plan is no easy task because of other demands on their pocketbooks. But by pointing out both the short- and long-term benefits of doing so, you may be able to get a greater share of their assets
Choice of investments can change in the de-accumulation phase. Reviewing the options
Once viewed as a product with limited uses and too many drawbacks, the certainty provided by an annuity is becoming more appealing. Many retiring boomers want to make sure that the basics are covered, no matter what the future holds
Organizations are making efforts to increase financial literacy among Canadians in light of some troubling data
Moving to a new country is stressful. Financial advisors can help smooth the transition
The conventional idea that retired clients can withdraw 4% of their capital annually and not outlive their savings is being revised. Instead, retirees should cut back spending when it is appropriate, or risk running out of assets
Keeping clients focused on their long-term plans can be challenging when the mainstream media are offering sensationalist economic news and conflicting messages. Financial advisors explain how they filter out the noise and keep clients on track
Pairing with a career coach to help a suddenly unemployed client