Naming charities in your Will does not prevent you from making current gifts to family or charity while you’re alive. That can be called the difference between giving with a warm hand and a cold one.
While too few financial advisors have created succession plans, there’s “lots of guidance specifically from the industry on why we should be addressing [this],” said Rod Burylo, investment fund manager consultant with Calgary-based exempt market dealer Axcess Capital Advisors Inc.
In his presentation, Atkinson highlighted a CFA Institute study that revealed two thirds (66%) of investors trusted their investment firm more because of increased technology use. Further, he said a Roubini Thoughtlab survey found that 82% of investors said it was important for their investment advisor to stay at the forefront of technology.
If she plans carefully, she should have the cash for annual vacations and long-term care insurance, too
How insurers assess risk for different types of protection When you apply for life insurance it pays
The first thing you should do is … nothing. Then get yourself a financial adviser COVID-19 has
1. Spend less than you earn Rule number one of avoiding excessive debt and always having enough
Ending a two-and-a-half-year stalemate, Ontario has decided to join the rest of the Canadian Securities Administrators (CSA) in eliminating deferred sales charge (DSC) mutual funds.
It’s a dilemma many Canadians face as they near retirement – how much can they afford to spend without running out of money?
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