Planning and Advice

Legally speaking: Goodwill undone

(March 2007) Identical wills, mutual wills, mirror wills — as long as clients have a will at all they’re ahead of the game, right? Wrong. Couples, whether they’re married couples, business partners, life partners, relatives or friends who have shared assets, often create wills that are intended to protect and benefit the surviving spouse or […]

By Harold Geller |March 14, 2007

5 min read

Stop digging

(March 2007) Regulators don’t like to be kept waiting. And if one’s singled you out, it really doesn’t make sense to deprive the examination staff of information. For some reason, that hasn’t completely sunk in with everyone in this industry. During the course of a year, a read-through of regulatory actions from the Investment Dealers […]

By Philip Porado |March 7, 2007

4 min read

Good news! Three years of steady cash flow.

For more great content from Fidelity, please visit our Advisor Center exclusively on Advisor.ca Fidelity Monthly Income Fund is celebrating three years of providing investors with a balance of steady income and growth. > Learn more about Fidelity Monthly Income Fund. > Investor brochure (PDF) > View postcard (PDF) February 2007

By Staff |February 13, 2007

1 min read

Fostering teamwork

(February 2007) How strong is your team? It’s an important question — for those working with the high-net-worth population, a critical question. It’s not possible for a single professional to address the myriad financial challenges that a HNW client might conceivably encounter over the course of their lives. There simply isn’t enough time in the […]

By Thane Stenner, Rod Bower, Rory O'Connor |February 12, 2007

4 min read