From government benefits to 401(k)s, our experts covered the big topics
Finding solutions for clients is complex enough without a global pandemic. Advice was at a premium in 2020 as Covid-19 disrupted planning and presented new questions about everything from small business loans to estate planning.
Our expert columnists provided answers throughout the year. Below are some of the highlights.
Finding the reason can help an advisor improve their practice
In a hypothetical scenario, a client and power of attorney are at odds
Setting up verification methods with clients can help prevent them from being fleeced
Inheriting a client doesn’t mean cutting corners with KYC
Help clients get the maximum benefit from these accounts
Laurentian Bank has announced further executive shifts following its leadership change earlier this month
Ontario court allows U.S. shareholders to pursue both cases
Report finds the technology is being used to segment clients and generate insights