Working with next gen clients
These clients will eventually possess the same level of wealth as their parents, either through accumulation or inheritance, so it’s critical to our success.
By Craig White and Grant White |December 15, 2014
3 min read
Market Insights
Annuities have potential with Gen X
Annuities are simple to explain to clients and can provide a base income, says Julia Chung, practice leader of wealth strategies at Facet Advisors in Langley, B.C.
By Jessica Bruno |December 15, 2014
2 min read
How to reinvigorate companies you buy
Finding hidden value in overlooked assets
By Jessica Bruno |December 12, 2014
8 min read
A new method of diversification
Improving on the passive benchmark
By Adam Butler, Michael Philbrick and Rodrigo Gordillo |December 12, 2014
4 min read
