Planning and Advice

High-net-worth firms to make more direct investments: report

High-net-worth firms plan to increase their allocations to direct investments and co-investments over the next two years, new research from global research and consulting firm Cerulli Associates says. As the private equity market has evolved, many high-net-worth (HNW) practices have moved toward direct deals that give investors the opportunity to invest directly in a portfolio […]

By Staff |February 8, 2018

1 min read

Planning and Advice

Are your married clients financially unfaithful to each other?

A survey by FPSC and Credit Canada reveals details about financial deceit

By Staff |February 7, 2018

2 min read

Planning and Advice

As markets drop, here’s how advisors are communicating

Countering the alarming headlines as volatility returns

February 6, 2018

5 min read

Planning and Advice

Managing assets for a parent with Alzheimer’s

Help a son handle the finances for his incapacitated father

By Suzanne Yar Khan |January 25, 2018

8 min read

When your clients know their date of death

With the assent of Bill C-14 in 2016, advisors will increasingly serve clients who choose medical assistance in dying. Here a financial planner, a lawyer and a funeral director discuss working with clients who proactively plan for death.

5 min read

Planning and Advice

High-net-worth firms to make more direct investments: report

Are your married clients financially unfaithful to each other?

As markets drop, here’s how advisors are communicating

Managing assets for a parent with Alzheimer’s

When your clients know their date of death

Now’s a good time for that debt discussion

Helping clients sort out a holiday inheritance fight

What are your advisor’s credentials, and how do you know?

What happens when advice breaks up with investments

Client confidential: Celine Hui