Estate planning – Advisor's Edge

Raymond James acquires Solus Trust

Mark — Tue, 06 Dec 2022 19:15:43 +0000

Vancouver-based trust company manages $400 million in assets

Mark — Mon, 14 Nov 2022 21:52:07 +0000

Potential conflicts involving clients' wills weren't reported to dealer

Mark — Thu, 10 Nov 2022 21:59:43 +0000

A case study explains the challenges

stephanievanheuvelen — Mon, 07 Nov 2022 15:30:39 +0000

Yes, but it’s complicated

melissa — Fri, 04 Nov 2022 20:58:09 +0000

Bill C-32 delays enhanced reporting requirements for trusts, but would implement a new tax credit, the surtax on banks and insurers, and more

Mark — Wed, 19 Oct 2022 20:18:43 +0000

A widow sued her brokerage firm, alleging it failed to tell her about a change in her husband's accounts

melissa — Wed, 19 Oct 2022 19:15:18 +0000

Going beyond investments with clients remains a good way to add value, particularly in down markets

melissa — Thu, 13 Oct 2022 20:16:57 +0000

Lawyers suggest there are too many unknowns in the process to sway them from more traditional methods

Mark — Fri, 23 Sep 2022 19:47:13 +0000

Addressing estate planning’s ignored middle child

melissa — Mon, 22 Aug 2022 19:45:00 +0000

Here’s the status of proposals that matter to your clients