Help clients understand the risks of investing in high-yield bonds.
Help clients decide how much to leave to kids.
If any of your snowbird clients are still down south, suggest they see this play for insight into inheritance wars.
Private Client is a line of business designed for those with higher investable assets searching for a fresh approach to investing, says the firm.
The development of new charts and graphics have played an important part in explaining growing income inequality over the past 15 years, says New Yorker columnist John Cassidy.
Older Americans fared best during the recession.
Scotia Private Client Group has snagged Greg Steers, a financial advisor from National Bank Financial who oversaw roughly $500 million in assets.
Global assets under management will nearly double over the next six years.
You need to help people retire in style.
Some Budget 2014 stories about wealthy clients, retirees and tax changes.