The emotional side of illiquidity and other advice before wading into private markets
Open this photo in gallery: Advisors interested in private markets need to get comfortable with the complex strategies…
Software is playing a larger role in financial plans. What does that mean for financial planners?
Open this photo in gallery: Clients are looking for more sophisticated planning software that can manage multiple goals…
Why The Wealthy Barber’s David Chilton says the advice model needs to change
Open this photo in gallery: The Wealthy Barber author David Chilton answers questions about passive investing, estate plans,…
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…