Practice

What clients find on Google: Estate planning

If clients use search engines to find tips, what are they finding?

October 7, 2013

3 min read

ETFs: Browse before you buy

An ETF, or Exchange-Traded Fund, is the fastest growing asset class in the investment environment. Although growing in popularity, investors should be wary of either the holding or strategy of certain ETFs.

By Pascal Bancheri |October 4, 2013

4 min read

DB pension funding improves in Q3

Canadian defined benefit (DB) pension plans saw a marked improvement in solvency funding in Q3, finds the latest survey by Aon Hewitt.

By Staff |October 2, 2013

2 min read

Handle U.S. estate tax exposure

If your clients own U.S. securities, their executors may have to pay U.S. estate tax when they die

By Margaret O’Sullivan |October 2, 2013

3 min read