Rep violated MFDA rules, OSC rules and firm's policies, panel finds
Jump the credibility curve with executors and beneficiaries
Clients may have bare trust arrangements without being aware of them
Conflicting case law continues to create uncertainty
B.C. court finds the daughter of a man who killed his mother is entitled to his share of her estate
Expanded trust reporting requirements announced four years ago were set to be effective, but feds still haven't passed legislation to enable them
Complex relationships are increasing the risk of litigation
At FP Canada's ethics session, financial planners were urged to proactively address client changes
The collaboration provides clients who need basic estate planning an affordable, online option
New rule changes will pierce the privacy enjoyed by trusts that hold family cottages and other assets
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