Settling different types of property
Dividing assets and navigating tax credits
A case study of a complex process
Every transaction presents unique challenges
When clients sell their businesses, they’re usually unlocking wealth – which benefits their advisors.
When it comes to selling a client’s business, timing matters.
Department of Finance expects to gain $350 million by 2024 from proposals
This delay represents a win for industry associations
Agency also delays implementing registered fee position
Compared to what’s happening in Australia, CSA’s June missives are meek
Will investment management fundamentally change?
Deck chairs on the Titanic, Part 2
Deck chairs on the Titanic, Part 1
Why this feat is so difficult
Rather than courting only HNW clients, advisors should look for ways to serve more households
There’s reason to believe that the more time clients spend checking portfolios, the less likely they are to keep to their plans
Adapting process and culture to survive in the age of tech
What an unorthodox hockey strategy teaches us about investing and managing clients