Melissa Shin is Editorial Director of Advisor’s Edge. Read her biography here and email her at mshin@newcom.ca.
Melissa Shin is Editorial Director of Advisor’s Edge. Read her biography here and email her at mshin@newcom.ca.
Americans in Canada can come out of hiding now that the IRS is offering amnesty to delinquent tax filers.
Most advisors don’t know the cost of a funeral. “I’ve been doing this 14 years, and every financial person says a funeral costs $10,000,” says funeral director Kat Downey.
You shouldn’t worry about black-swan events, says Nassim Taleb. You should worry about an investment’s vulnerability to those events – in other words, its fragility.
As our population ages, baby boomers—your clients—will be deciding on final steps for their parents, and soon enough for themselves.
Wanda Morris’s father-in-law spent the last month of his life strapped into a chair.
The Internal Revenue Service has announced a plan to help U.S. citizens living overseas, including dual citizens, catch up with tax filing obligations.
Advisors will find themselves across the table from some disappointed clients while the economy shakes itself out, economist Don Drummond told an Investment Industry Association of Canada board luncheon this week.
Canada lost about 2,000 wealthy clients between 2010 and 2011. So how do you keep the ones you have?
There are a few more wealthy people in the world, but overall, they have less money.
With interest rates at all-time lows, help clients look to equities to generate returns