Planning and Advice

Vacation property succession planning: Part 2

If your client’s vacation property forms part of her estate on death, it may be subject to probate fees as part of her will.

By Tony Maiorino |November 30, 2016

4 min read

Planning and Advice

Here’s what you pay: Explain services and fees to clients

Which makes you sweat more: the birds-and-bees talk with a world-weary teen or the services-and-fees talk with your blindsided client?

By Staff |November 25, 2016

2 min read

Planning and Advice

Case study: Dying billionaire ‘Slimeball’ fathered multiple children

Several mothers claim he’s the father. What action do they take?

By Simon Doyle |November 25, 2016

9 min read

Planning and Advice

The risks of overcontributing to an RRSP

Harsh penalties can be assessed years later

November 25, 2016

3 min read

Only 12% of millennials confident enough to make mortgage decisions

If your millennial client is buying her first home, she may have mortgage concerns that need to be addressed. That’s because only 12% of Ontario millennials likely to get a mortgage say they feel very confident they know everything they need to know to make the best decisions, reveals a survey by the Financial Services […]

By Staff |November 24, 2016

1 min read

Buyer’s remorse and identity theft make for less-than-happy holidays

Will your client’s cash-flow plan hold up during the holiday buying frenzy? An impressive two-thirds of Canadians (66%) say they prepare a budget for holiday shopping, reveals a survey by Equifax Canada. But planning that budget and sticking to it may be two different things — especially if clients are filling orders for Santa. Households […]

By Staff |November 24, 2016

2 min read

5 ways to use CRM2 for better conversations

The Investment Funds Institute of Canada (IFIC) has released a three-part series aimed at helping advisors ensure clients get the most from the new reports they will soon receive under CRM2. The first part, An opportunity to strengthen your relationships with clients, provides guiding principles to help frame advisors’ conversations with clients: 1. Put yourself […]

By Staff |November 21, 2016

2 min read

Affluent European investors report DIY confidence

Affluent European investors are confident they can construct their own portfolios, reveals research by Cerulli Associates. In Germany, Switzerland and the U.K, at least 60% of survey respondents say they are either “fairly” or “very” confident in their ability to adopt a do-it-yourself (DIY) approach to investing. The one holdout is Spain, where only 26% […]

By Staff |November 21, 2016

2 min read

Planning and Advice

Vacation property succession planning: Part 2

Here’s what you pay: Explain services and fees to clients

Case study: Dying billionaire ‘Slimeball’ fathered multiple children

The risks of overcontributing to an RRSP

Do your clients have emergency funds?

Only 12% of millennials confident enough to make mortgage decisions

Buyer’s remorse and identity theft make for less-than-happy holidays

CRM2 primer: Talk performance like a pro

5 ways to use CRM2 for better conversations

Affluent European investors report DIY confidence