Practice

Sun Life app allows advisors to submit digital insurance applications

The tool also allows advisors to gather e-signatures from clients

By Staff |July 21, 2020

1 min read

Feds announce relief measures for pension plans

The new rules allow catch-up contributions to DC plans

By Rudy Mezzetta |July 6, 2020

3 min read

Valuing assets in a divorce: what you need to know

Factors to consider in the context of the pandemic

By Michelle Schriver |June 30, 2020

5 min read

Case study: Financial planning for a year abroad

Lining up a job is the easy part. The experts help with budgeting, tax planning and maintaining resident status.

By Suzanne Yar Khan |June 12, 2020

7 min read