News
Mass affluents are saving less in anticipation of inheritance. But there’s a big problem
8+ hour, 55+ min ago (486+ words) Many people are taking a dangerous gamble with their financial future, new study warns Most mass affluent Americans are making financial decisions based on a future inheritance but ignoring a critical issue that could derail their finances. Nearly two thirds…...
Whose money is it when a beneficiary and an estate both claim it?
1+ week, 6+ day ago (615+ words) An Ontario court draws the line advisors have waited years to see A named beneficiary on a segregated fund does not presumptively hold the money in trust for the estate, an Ontario court has confirmed, adding to a judicial split…...
What a succession plan looks like between father and son
2+ week, 2+ day ago (209+ words) Wealth Professional Chris Stuchberry explains how he earned credibility and equity in his father’s practice over several years Chris Stuchberry, Senior Portfolio Manager at The Stuchberry Group of Wellington-Altus Private Wealth in Toronto, spent years in a succession plan. Over…...
Can AI unlock advisors' capacity in estate planning?
10+ mon, 1+ week ago (757+ words) Startup founder explains his niche in estate planning, while chief product officer outlines the promise of AI for advisors expected to do more... Can AI unlock advisors' capacity in estate planning? Startup founder explains his niche in estate planning, while…...