Practice

Planning and Advice

Wedding bells — or alarm bells?

What to do when you suspect an elderly client is being manipulated in a late-life relationship

By Allan Janssen |May 27, 2024

4 min read

Your Business

Partnering like a pro: Advisors and family meeting facilitators

Family meetings can break the money taboo and set families up for financial success

By Noushin Ziafati |May 24, 2024

6 min read

Planning and Advice

Trusted contact restores communication after clients defrauded

Advisor shares experience plus tips for naming TCPs

By Michelle Schriver |May 15, 2024

4 min read

Planning and Advice

Help your client address the volatility of equity compensation

Assessing income sources, diversifying are key

By Jonathan Got |May 14, 2024

4 min read

Your Business

Do your diligence when switching firms

Having a personal brand can help you retain clients during a transition

By Noushin Ziafati |May 13, 2024

4 min read

Planning and Advice

Client meetings: in person or virtual?

Clients did not have the same preferences for in-person meetings as planners

By Jonathan Got |May 8, 2024

2 min read

Planning and Advice

Realizing capital gains for CCPCs before June 25

Business owner’s compensation is one of several factors to consider

By Benjamin Felix and Mark Soth |May 8, 2024

5 min read

Your Business

Young investors more likely to switch advisors: survey

High costs were cited as a top concern among young investors

By The Canadian Press |May 2, 2024

1 min read

Your Business

How to determine if it’s time to staff up

The ideal team size is different for every business, but clues are everywhere

By Allan Janssen |May 1, 2024

4 min read

Your Business

Ethics, compliance factors to consider in referral arrangements

Ensure the professionals you partner with can deliver on their value propositions, industry vet says

By Noushin Ziafati |May 1, 2024

3 min read

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