Dividends

Harness the Capital Dividend Acount Fallback Image Decorative pattern

Tax News

Harness the Capital Dividend Acount

The CDA is a powerful tax-planning tool

By Stella Gasparro |March 7, 2014

3 min read

Sun Life reduces policy dividends Fallback Image Decorative pattern

Industry

Sun Life reduces policy dividends

Dividends at Sun Life Financial for most participating policies will be smaller this spring, the company says.

By Staff |January 15, 2014

1 min read

Fee transparency trumps structure: readers Fallback Image Decorative pattern

Industry

Fee transparency trumps structure: readers

Our mailbox continues to fill with opinions on the fate of trailer commissions, following a story we ran earlier this week on 12(b)-1 fees in the U.S. With all the fuss over how an advisor is compensated, one reader pointed out that un-advised investors are frequently still paying the fee for advise to their execution-only […]

By Steven Lamb |August 13, 2010

3 min read

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Planning and Advice

Why process is important

I know a few financial advisors who are transitioning their practices to an advice-first approach. One elected to make the change because she felt she would earn more money in the long run. Another believes he will be able to do a better job for his clients, which in turn will make it easier for […]

By John Page |April 2, 2009

4 min read