Why pricing fits the family tree for some wealth management firms
Open this photo in gallery: A multigenerational model links parents, children and even grandchildren with tiered fees.Екатерина Скворцова/iStockPhoto…
This advisor wanted to be a lawyer until she became her mom’s executor in her 20s
Open this photo in gallery: Kimberly Wood of Johnstone Wealth found herself reviewing household finances during her mom’s…
A woman outlived her beneficiary and executors. Here’s how an Ontario court ruled on her estate
Open this photo in gallery: As the will included conflicting wording, the executor sought the court’s direction as…
Why clients hate spending their savings – and other advisor questions for Morgan Housel
Open this photo in gallery: Some people’s identity as savers has ‘hijacked their entire personality,’ author Morgan Housel…
Canadians struggling to sell their homes face financial planning implications
Open this photo in gallery: Clients who can’t sell as quickly as planned may face ripple effects, including…
Why some advisors avoid the term ‘death binder’
Open this photo in gallery: Some advisors avoid using the word “death” with clients when discussing estate planning.wildpixel/iStockPhoto…
The childhood experience that led this money manager to detest debt, even to this day
Open this photo in gallery: Laura Lau, chief investment officer at Brompton Funds Ltd. in TorontoDavid Chang Photograhy/Supplied…
Why some Canadians are asking to see death binders before agreeing to become an executor
Open this photo in gallery: A death binder is an instruction manual for a person’s life that includes…
This advisor’s business gumption comes from his dad and the birth mother he met later in life
Open this photo in gallery: Karac Graham, associate investment advisor with Moyle Rowley Wealth Management Group at Wellington-Altus…
Why it’s crucial to include RESPs in an estate plan
Open this photo in gallery: If an RESP subscriber dies, without proper planning the child beneficiary might never…
So, you want to run a multi-family office?
Open this photo in gallery: Advisors launching an MFO need to be aware that their role will be…
Parents divided on how long to support their adult kids financially
Open this photo in gallery: Many parents support their adult kids financially in their 20s and 30s.Brinja Schmidt/iStockPhoto…