Practice

Dementia puts families, advisors, at risk

Alzheimer’s disease and other forms of dementia are forcing many advisors and their elderly clients into ethical and practical grey zones, reports Investment News.

By Staff |November 7, 2014

1 min read

CSA releases Fund Facts mock-up for investors

The Canadian Securities Administrators have released a sample Fund Facts document to help investors understand their mutual funds.

By Staff |November 5, 2014

1 min read

Advisors don’t understand rich donors: BMO survey

Wealthy clients give to charity because they believe in the value of philanthropy, but advisors think donations are motivated by tax savings.

By Staff |November 5, 2014

2 min read

How to handle market ups and downs

It’s been a wild couple of weeks for the stock market, with enough ups and downs to spark recession-era memories.

By Bryan Borzykowski |November 4, 2014

3 min read