Wealth management

Advising Batman: The costs of being a superhero Fallback Image Decorative pattern

Industry

Advising Batman: The costs of being a superhero

Bruce Wayne or Batman—currently one of the most popular DC Comics superheroes—seems like a run-of–the-mill, ultra-wealthy socialite; besides his crime fighting, that is. Find out how you would advise him and how much his lifestyle really costs.

March 8, 2013

2 min read

8 reasons to retire in Canada Fallback Image Decorative pattern

Economic Indicators

8 reasons to retire in Canada

Many Canadians say bad economic news has them discouraged about retirement, said Fidelity Investment’s Peter Drake. Advisors need to help clients put macroeconomic issues into context, and remember Canada’s a great place to retire.

By Suzanne Sharma |February 25, 2013

2 min read

Estate planning articles to share with clients Fallback Image Decorative pattern

Estate Planning

Estate planning articles to share with clients

As loved ones gather for the holidays, some clients no doubt ponder who will remain in the will—and who gets cut out. Whether your clients are in the 1% or the 99, they’ll want to do their best by their future heirs and they’ll look to you for guidance on education about their options. As […]

By Staff |January 22, 2013

1 min read

Wealthy investors confident about finances Fallback Image Decorative pattern

Industry

Wealthy investors confident about finances

Affluent investors are optimistic about their personal finances

By Staff |January 21, 2013

2 min read