• Family businesses interested in succession planning by Donald Horne

    It is the greatest wealth transfer in human history – more than $1 trillion being passed down from the baby boom generation – and family businesses are looking to advisors for guidance

  • Early Christmas gift for life advisors? by Will Ashworth

    Impending changes to the industry’s actuarial tables have cast annuities in a new light and advisors are moving clients into them before the taxman cometh

  • Advisors’ ORPP hopes dashed by Nicolas Heffernan

    Advisors hoping proposed changes to the CPP would scuttle the ORPP have been dealt a blow