Canada Life
Best Practice | 6 Jul 23
Why is inheritance still a taboo subject for advice clients?
As 40% of HNWIs do not have a formal inheritance plan
Global insurance group acquires Canadian investment firm
To bolster its wealth management offering in the country
How EU beneficial ownership registers impact expats and TRS
Canada Life explores the difficulties for EU-connected clients
Is financial advice too expensive – and just for the wealthy?
IA spoke with a number of firms to discuss cost, education, advice-guidance boundaries and value for money
Franklin Templeton buys global investment firm
Potential value of the deal could reach $1.8bn