Practice

Debt denial still runs deep Fallback Image Decorative pattern

Planning and Advice

Debt denial still runs deep

Sometimes I feel like we need a new word for debt—it seems advisors worry that if they discuss debt, they’ll attract clients with more of it.

|June 27, 2012

3 min read

Safer financial websites coming Fallback Image Decorative pattern

Industry

Safer financial websites coming

Soon, you’ll be able to go to sites ending in .bank and .insurance – and they’ll be safer than many .com and .ca sites.

By Staff |June 26, 2012

2 min read

Volcker Rule essential: CFA Fallback Image Decorative pattern

Economic Indicators

Volcker Rule essential: CFA

Banks may be fighting the Volcker rule, but industry professionals would welcome stricter trading regulation for large banks and institutions. In the aftermath of JP Morgan’s trading loss, Jim Allen, CFA, says the fact that a major bank was caught is good for your clients, with “arguments for a lighter-touch Volcker Rule now sounding hollow.”

June 26, 2012

6 min read

Why wills are not enough Fallback Image Decorative pattern

Industry

Why wills are not enough

Your clients are living longer. And, as a result, are more likely to face complex health issues. While they may have a will, it’s crucial to remind them that it won’t cover potential incapacity and all health issues. Read: Don’t assume your client has a will The number of seniors aged 65 and over increased […]

By Staff |June 25, 2012

2 min read