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Massive wealth transfer poses risk for unprepared advisors

Advisors should be engaging now with their clients’ adult children who will be inheriting their parents’ financial asset…

INVESTMENT | June 06 2022 10:55AM
Positive messaging may help your clients save more

Using conscious and non-conscious drivers of behaviour and language may be able to replace old savings practices with mo…

SOCIETY | June 03 2022 10:50AM
Canadians are unprepared for the great wealth transfer

Some 98 per cent of Canadians appoint a family member as their executor – despite how complex and how risky this job has…

SOCIETY | May 13 2022 10:42AM
Advisors well positioned to ensure clients address will and estate issues

Wills and trusts can be difficult for financial advisors and their clients if they don’t prepare ahead of time, an estat…

LIFE INSURANCE | October 26 2021 03:30PM
Financial fraudsters are taking advantage of the pandemic

The pandemic has put a lot of activities on hold – at least for the time being – but not when it comes to money launderi…

INVESTMENT | October 22 2021 03:06PM
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Inflation is near its peak, says economist

Sal Guatieri, director and senior economist with Bank of Montreal, forecasts that the inflation rate should be down to a…

SOCIETY | October 20 2021 04:37PM
Advisors can increase time with clients and revenues by hiring an assistant

Solo advisors willing to delegate work to knowledgeable assistants can increase their take home pay by as much as 80 per…

LIFE INSURANCE | October 01 2020 10:50AM