Practice

Help a client choose whether to commute his pension Fallback Image Decorative pattern

Planning and Advice

Help a client choose whether to commute his pension

If he commutes the pension, the client would get a large lump sum that would go into a LIRA if he holds off on withdrawing the money until later, or a LIF if he starts withdrawing now. But taking the pension is a turnkey, immediate solution.

By Melissa Shin |January 1, 2012

5 min read

Estate planning checklist Fallback Image Decorative pattern

Estate Planning

Estate planning checklist

Estate planning is an essential part of wealth management. It’s particularly important in cases where your client’s estate involves significant assets (such as cottages or small businesses), complex issues (such as foreign beneficiaries) or multi-faceted relationships (such as blended families).

By Mike George |January 1, 2012

5 min read

New social media trends for 2012 Fallback Image Decorative pattern

Industry

New social media trends for 2012

Those who predicted unstinted growth for social media in 2011 got it spot on. The global appeal and adoption of social media continue to create a hyperconnected world where, LinkedIn tells me, 240 connections can link you to over four million people. The ‘six degrees of separation’ theory, thanks to social networking sites, is all […]

By Vikram Barhat |December 30, 2011

1 min read

Social networking not delivering the goods Fallback Image Decorative pattern

Industry

Social networking not delivering the goods

Financial services industry has been slow to adopt social media and has so far been unable and unwilling to leverage the medium to its fullest potential.

By Vikram Barhat |December 29, 2011

1 min read