Kevin Wark explains how to use life interest trusts in planning for high net-worth clients
Kevin Wark, tax consultant, Conference for Advanced Life Underwriting and managing partner, Integrated Estate Solutions, explains how to use life interest trusts in planning for high net-worth clients. Part four of a seven-part series, “Estate planning in a shifting landscape.”
Insurance advisors answered multiple-choice questions about their industry experience for this inaugural research
Housing costs are a growing worry, BMO index finds
New funds hold several big names found in broad U.S. stock indexes
Effective communication, whether digital or in person, remains key to strong client/advisor relationships
S&P 500 will fall to 4,100, Canada will also see a recession, Peter Berezin forecasts
RBC still requires the credential in retail branches, FSRA provides date for forthcoming title protection review
Here's how advisors can prevent AI hallucinations, privacy breaches
Dramatic revenue increase needed to keep pace with systems costs: regulators