Practice

Decorative pattern

Planning and Advice

Legally speaking: TPAs — helpful product or potential nightmare?

(May 2007) For many insurance advisors who cater to business owners, third-party administrative, self-insured employee benefits (TPAs) are becoming an increasingly attractive product to add to the lineup or arsenal of suggestions. In this evolving area of client service, TPAs, using an administrative services only (ASO) model with stop-loss provisions, are often presented as an […]

By Harold Geller |May 6, 2007

6 min read

Decorative pattern

Planning and Advice

Exit planning: Knowing what you want

It’s true that a journey of a thousand miles begins with a single step. The trouble is you can journey in the wrong direction entirely if you don’t know where you are going. Successful exit planning begins with careful consideration of what you want and what's possible. First there is a list of practical and emotional questions to consider.

By Cindy Jenner Cowan |May 3, 2007

5 min read

Decorative pattern

Planning and Advice

Understanding the boomer mindset

(April 2007) Baby boomers know precisely how to secure their retirement: save more (way more!), invest wisely, and perhaps consult a professional advisor. The problem is 31% of U.S. boomers would rather scrub their bathrooms than work on their financial plans, says Lee Eisenberg, author of The Number, a current bestseller about retirement planning. Eisenberg, […]

By Deanne Gage |April 27, 2007

3 min read

Decorative pattern

Planning and Advice

Court report: Advisor Inc. pitfalls

(April 2007) Financial advisors who use a personal corporation to run their practice need to ensure that they are meticulous when structuring their business affairs, to make sure that the corporation, not the advisor in his or her own personal capacity, is actually in the business of providing financial advice. This issue was highlighted by […]

April 25, 2007

3 min read

Decorative pattern

Planning and Advice

Five essential steps to enrich your practice

(April 2007) As wealth grows, so does complexity. This is especially true for those who have crossed the threshold from high-net-worth ($1-million or more of investable assets) to ultra-high-net-worth ($10-million or more). Traditionally, one way for ultra- HNW families to cope with this increasing complexity was to build their own private investment firm — a […]

By Thane Stenner, Rod Bower, Rory O'Connor |April 23, 2007

5 min read

Decorative pattern

Planning and Advice

Summary of federal budget tax changes

(April 2007) As many pundits noted, Finance Minister Jim Flaherty’s second budget had a little for just about everybody. Once again seniors featured prominently in the budget. While tax season for 2006 is already upon us, it’s never too late to start tax planning for 2007. Often, by this time next year advisors will have […]

By Staff |April 19, 2007

3 min read

Decorative pattern

Planning and Advice

Space specifics

(April 2007) As an advisor running your own practice, there’s a good chance you’ve needed to negotiate a business lease at some point. Even though there are a number of obstacles when it comes to leasing office space, there are also a number of steps you can take to minimize the chance you’ll run into […]

By Abigail Cukier, CanadianHealthcareNetwork.ca |April 17, 2007

5 min read

Decorative pattern

Planning and Advice

Open the door on the world

For more great content from Fidelity, please visit our Advisor Center exclusively on Advisor.ca Global real estate opportunities are expanding Get your clients in on the ground floor Expose your clients to the most attractive global real estate opportunities anywhere. April 2007

By Staff |April 11, 2007

1 min read

Decorative pattern

Planning and Advice

Helping spouses plan

(September 2006) Until recently, divorcing spouses often lacked the counsel needed to look into the future of a settlement agreement to determine its financial fitness. Yes, lawyers, pension analysts, business valuators, social workers and accountants have played an important role in advising spouses about their financial futures (“after-tax”). However, none of these specialists have been […]

By Kathryn Jankowski |April 9, 2007

5 min read

Decorative pattern

Planning and Advice

Amicable division

(April 2005) After 18 years of marriage, Ken and Josie (all client names have been changed) decided to throw in the towel. Both accepted they’d be happier apart, so long as they were assured their 10-year-old daughter, Susan, would receive the support of both parents, and that they could agree to an equitable distribution of […]

By Michael Berton |April 9, 2007

3 min read

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