U.S. corporate earnings have been positive this year, but investors should be cautious.
If you have U.S.-citizen clients, or clients who qualify as U.S. persons, start worrying.
Industry’s still reeling from 2013 budget
Budget 2014 has made it easier to get the maximum benefit from donations made by will.
Your boomer clients are retiring, so they’re going to be spending the money in their portfolios.
Netanya knows a lot of people lost money in 2008, but thinks her advisor did a poor job by losing more than half her money.
Emerging markets have had a rough go recently, but that’s no reason for investors to run.
Your boomer clients are retiring, so they’re going to be spending the money in their portfolios. Most clients need to stay invested—and do well—if they’re to meet retirement spending targets. But some can’t handle the risk needed to fund all their lifestyle goals. You’ll be the one who delivers this news. Here are some strategies for making the message click.
Canadian financial institutions won't be required to report directly to American tax authorities, Finance Minister Jim Flaherty says.
What happened when a client lost half her portfolio