AE April 2012

April 2012

Conversations

An advisor’s role is to cultivate knowledge. How better than with a seminar, a word whose Latin roots mean planting seeds. A seminar can foster…

Mid-range clients offer plenty to build a book on

If you’re shopping for a BlackBerry PlayBook, the new version has more features relevant to advisors.

As soon as clients mention U.S.-sourced income, advisors need to recommend consultation with a cross-border tax expert.

There are several reasons clients don’t reach out—they’re happy to be uninvolved, never get around to it, or are wilfully ignorant (which often happens when…

Luxury cars and cozy cottages build a formidable illusion of wealth, but these hallmarks of conspicuous consumption don’t always add up to high net worth.…

Some questions to ask before you hire a family member

The income tax act provides that a charitable gift gives rise to a donation tax credit in the calendar year in which the gift was…

Keeping costs low is the easiest return. I use a lot of ETFs and index funds. Most clients with a timeframe of at least 15…

Alternative Investments

Jewels and jewelry have constituted kings’ ransoms and motivated murderous coups. In peacetime, they’re desirable as investable assets, but more for beauty than intrinsic value.

David Wm. Brown

In matters of life, death and life insurance, you don't bend the rules.

Kevin Cork

If you’re shopping for a BlackBerry PlayBook, the new version has more features relevant to advisors.

Estate Planning

Luxury cars and cozy cottages build a formidable illusion of wealth, but these hallmarks of conspicuous consumption don’t always add up to high net worth.…

The income tax act provides that a charitable gift gives rise to a donation tax credit in the calendar year in which the gift was…