For those who are wondering why you need a Swiss bank to manage your wealth - here is an useful excerpt from Financial Review: UBS manage...

Clients know it all, and want instant satisfaction.   With the Web putting information at everyone’s fingertips in an instant, advisers fa...

A business sale creates wealth, and unease.  When a business owner cashes in and sells an enterprise, it often brings some confusion–even ...

Benefits of tax-loss harvesting are inflated.   Some so-called robo-advisers may be overstating the benefits of tax-loss harvesting. Some ...

Trusts that use multiple advisers.   Traditionally, the directed trust model called for electing a trustee and an investment adviser. Now, ...