Cross-selling opportunities prompt P&C brokerages to buy advisors
Actual assets under management of advisor aren’t always worth purchasing on their own
By Philip Porado |November 25, 2022
1 min read
Philip Porado
The fate of advisors who get bought out by property and casualty brokerages
P&C brokers often want you to stay if they buy your firm
By Philip Porado |November 18, 2022
1 min read
Two potential upsides if you’re bought by a property and casualty brokerage
Potential productivity gains when P&C broker buys an advisory firm
By Philip Porado |November 17, 2022
1 min read
Why your firm could be bought by a property and casualty brokerage
Some brokers aim to be a one-stop shop for P&C insurance, wealth management and retirement planning
By Philip Porado |October 18, 2022
1 min read
Help former entrepreneurs adjust to investment risk
It can be hard to change jobs, especially if it involves shifting to an entirely different industry.
By Philip Porado |June 29, 2017
3 min read
Yes, more clients are retiring with mortgage debt
There’s one thing you can tell clients who foresee retiring before paying off the mortgages on their principal residences: They’re not alone.
By Philip Porado |May 25, 2017
4 min read
Help clients report all their taxable benefits
The T4 and T4A aren’t perfect. While taxpayers rely on these slips, and expect them to contain a straightforward listing of salary, benefits and related withholdings, sometimes employers make mistakes.
By Philip Porado |April 27, 2017
3 min read
Help clients preserve their capital
When clients start cruising toward retirement, advisors need to help them preserve capital by keeping an eye on both the asset mix and where those assets are housed, says Kostas Andrikopoulos, president of KNA Strategic Wealth Consulting in Toronto. We gave him the scenario of a couple with between $500,000 and $1 million invested (75% […]
By Philip Porado |March 30, 2017
4 min read
Five crucial questions for executors
Philip Porado on the five questions your clients should ask a prospective executor
By Philip Porado |February 16, 2017
4 min read
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