Advisor to Client

Help clients understand how you’re paid

Your clients come to you for sound financial advice, but may not fully understand how you’re paid. Whether you’re commission-based or fee-only, take the time to explain your payment structure.

By Staff |September 1, 2016

1 min read

Financial Planning

Can my son challenge my will?

Anna wants to leave her entire estate to her daughter

By MoneySense |August 24, 2016

3 min read

Investing

Can dividend stocks replace bonds?

It sounds good in theory, but it may not be the best strategy in practice

By MoneySense |August 12, 2016

4 min read

Risk Management

Catch Me If You Can shows the sad side of fraud

In the 1960s, Frank Abagnale Jr. cashed millions of dollars of forged cheques and impersonated a pilot, a doctor and a lawyer, all before he celebrated his 19th birthday. Abagnale Jr., who went on to help authorities catch other frauds, eventually wrote a book about his exploits.

By Sarah Cunningham-Scharf |August 11, 2016

5 min read