Engaging in philanthropy can have significant advantages for individuals and businesses alike, and financial advisors should ensure their clients are aware of the perks, experts…
Clients reviewing their estate planning needs expect advisors to have the knowledge and capabilities to facilitate charitable giving
Westerners are more likely to have a financial plan than Easterners
Broad decline in equity markets trims fund by $10.3 billion
Amend legislation to allow all Canadians to participate in multi-sponsor plans, pension lawyer says
Association recommends two-year moratorium on minimum RRIF withdrawals
Largest increase found in Saskatchewan
Limit rises to $43,600
Number of donors drops
Often the husband wants to keep the pension, while the wife wants the house — but you can’t eat the house
Those with a financial plan feel significantly more financially successful
The majority of Canadians will not make any changes to their RRSP contribution amount this year, according to a new poll commissioned by Edward Jones.The…
Yearend tax deadlines, business-related functions and family activities can make the holiday season more anxiety-inducing than festive. Here are some tips to keep you balanced
Although less formal office attire is becoming more acceptable, you still need to be aware of what’s appropriate
From yoga to diet to a good night’s sleep, these handy tools promote healthy living
Challenges include product availability, proper portfolio construction
Committing to a platform and showing your personality can help with prospecting
Amid the turmoil, some advisors seized buying opportunities and proactively comforted clients
Retirement is a behavioural challenge as much as a financial one — 5 ways you can help
Don’t think about care costs as a single number — plan for ranges that evolve over time
Registered disability savings plans and Henson trusts form a powerful foundation, but benefit coordination is key
Legacy protection demands careful planning and attention to detail — advisors have a role to play
Richardson Wealth launched a flexible program earlier this year to fund internal succession plans
Every job posting must answer three main questions
Inflows to emerging markets have soared in recent months
Maintaining a steady stream of content is essential in showing readers that you are engaged and productive. There are tools and techniques to help you…
Reports from financial advisors and industry data indicate that clients are not referring their friends and family members as frequently as they did in years…