JPMorgan Chase is coughing up almost $1 billion in fines for its London whale violations, with $200 million going to the SEC.
Rules vary from province to province
Investors must look abroad as global economies recover.
Where should bottom-up investors look?
Even conservative clients can break with convention
But adding value beyond fees is a tough task
Canada-only companies aren’t pulling their weight
They figured an acquisition was coming, but thought their firm would be the buyer.
Testamentary, inter vivos, insurance and alter ego trusts are all effective vehicles for a variety of planning needs. There’s another type that’s rarely used: the blind trust. If you reel in a client who needs it, you’ll be doing well.
Your client doesn't have a clue what you’re talking about. What now?