Planning and Advice

Co-ordinate family trusts to help a disabled heir

Doing so is simpler and more tax-efficient

By Simon Doyle |January 27, 2017

9 min read

Is your client cheating on you?

You know the signs: she won't return your phone calls and keeps cancelling meetings

By Staff |January 26, 2017

2 min read

4 new year’s resolutions for clients who want to age happily

When it comes to clients having a happy retirement, a fat nest egg and good health are great places to start. Sometimes, however, an out-of-date attitude about aging can prevent them from enjoying what should be a rewarding and fulfilling time of life. Here are four New Year’s resolutions that can help promote healthy aging. […]

By Camilla Cornell |January 26, 2017

2 min read

Clients want to shoot for the moon but don’t have financial plans

That desire to have it all is probably no surprise, but other survey findings might be.

By Staff |January 25, 2017

2 min read