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

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

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

Planning and Advice

Opinion: Financial advisors require a Hippocratic Oath

Industry interests preclude compensation changes, so advisors must take a stand and commit to doing what’s right

By John De Goey |April 18, 2024

3 min read

Planning and Advice

Should business owners avoid CPP by paying themselves dividends?

Research and a case study help clear the misconceptions

By Benjamin Felix and Aravind Sithamparapillai |March 20, 2024

5 min read

Planning and Advice

How to talk about mental health with clients

Active listening and asking the right questions are key to checking on clients' sense of well-being

By Jonathan Got |February 28, 2024

3 min read

Planning and Advice

Pro bono work can pay off long term

The time commitment varies but does not have to be onerous

By Allan Janssen |February 26, 2024

4 min read

Planning and Advice

Buckle up: Money’s wild ride through the world of social identity

A client’s social status may affect how they invest

By Sam Sivarajan |February 15, 2024

3 min read

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