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Why DIY investors are turning to financial professionals as retirement approaches

Why DIY investors are turning to financial professionals as retirement approaches
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Wellington , New-zealand-general- , New-zealand , Canada , Oakville , Ontario , Vancouver , British-columbia , Canadian , Bob-sewell , Investment-management-inc , Altus-private-wealth-inc

What to consider when developing a financial plan for parents with disabled children

Accessing government supports and adjusting estate plans are essential steps

Wellington , New-zealand-general- , New-zealand , Toronto , Ontario , Canada , Vancouver , British-columbia , Canadians , Liz-lepore , Janine-purves , Wong-group-at-wellington

How Ottawa's hike to capital gains inclusion rate affects trusts

While taxes aren’t always a priority for people setting up trusts, advisors warn the higher inclusion rate could change how they’re set up and structured

Toronto , Ontario , Canada , Calgary , Alberta , Wellington , New-zealand-general- , New-zealand , Ottawa , Vancouver , British-columbia , Canadian

How supporting elderly parents can affect a financial plan drastically

Taking care of parents financially means engaging in conversations early on, having a concrete plan and managing expectations

Cobourg , Ontario , Canada , Vancouver , British-columbia , Fonthill , Wellington , New-zealand-general- , New-zealand , Sri-lanka , Brenda-hiscock , Aravind-sithamparapillai

How wealth management firms are luring advisors with collaborative work environments

Rather than stoking competition among advisors in pursuit of more AUM, these firms are fostering more collaborative and team-based environments

Vancouver , British-columbia , Canada , Burlington , Newfoundland , Wellington , New-zealand-general- , New-zealand , Ottawa , Ontario , Diana-orlic , Stacie-fischer

How top advisors are building dream teams to meet client needs

More advisors are taking a ‘family office’ approach to building their teams, but knowing when to reach out to outside specialists is still a big part of the business

Wellington , New-zealand-general- , New-zealand , Vancouver , British-columbia , Canada , Montreal , Quebec , Wood-gundy , Debra-wooding , Wong-group-at-wellington , Altus-private-wealth-inc

Why top-performing advisor teams are hiring more certified financial planners

Some advisors say they are shifting their hiring strategies as clients increasingly seek financial advice and planning support for a wide range of life concerns

Vancouver , British-columbia , Canada , Wellington , New-zealand-general- , New-zealand , Montreal , Quebec , Toronto , Ontario , Kurt-rosentreter , Manulife-securities-inc

How to tackle the various investor biases

These behaviours can lead to problems like overtrading, higher taxes and fees, under diversification and taking on too much risk

Wellington , New-zealand-general- , New-zealand , Vancouver , British-columbia , Canada , Toronto , Ontario , Montreal , Quebec , Canadian , Peter-guay

Why investing in real estate requires a nuanced approach

Dennis Mitchell of Starlight Capital explains what real estate subsectors are ones to watch in this turbulent environment

Toronto , Ontario , Canada , Vancouver , British-columbia , Wellington , New-zealand-general- , New-zealand , Canadian , Brenda-bouw , Dennis-mitchell , Rob-carrick

This advisor wanted to be a neurosurgeon before her father suggested a career in finance

Maili Wong of Wellington-Altus Private Wealth talks about being able to buy her first condo with cash and the hard lesson learned after losing money on a junior mining stock

New-york , United-states , Vancouver , British-columbia , Canada , Wellington , New-zealand-general- , New-zealand , Wong-group-at-wellington , Altus-private-wealth-inc , Maili-wong