A childless couple in their late 80s want to donate much of their considerable wealth to charity and still have enough for their own needs. By using a donor-advised fund, they can avoid capital gains and ensure their gift continues in perpetuity
South Korean firms are flexible, focused on increasing efficiency and prepared to move production to lower-wage countries
Following a nasty divorce, a 65-year-old book editor hopes to reduce his work hours while helping to support his teenage son and, eventually, fund his post-secondary education. Two advisors explore insurance, investment and other options
Canada's provinces must limit their spending to balance their budgets. But the task will be more challenging for some
Bob and Melanie, both 55 years old, are a married couple who are pondering retirement however, the timing of their retirement could result in either a very tight living situation or having significant assets for the remainder of their lives
There is no one consistent theme in financial services, as results were all over the map during the final quarter of 2011
Natcan deal will created a strong fixed-income team
The three big independent fund companies in Canada are likely to profit from the anticipated return to equities
Seg fund families that identified solid, reasonably priced companies performed well in 2011
Jennifer, a 60-year-old woman in Toronto, needs help in determining whether to blend her financial future with that of her new boyfriend. Two financial advisors recommend taking steps to ensure she makes the right decisions