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Intergenerational Wealth Transfer: Protecting Family Wealth for the Future

Posted: September 08, 2017 By : Knowledge Bureau
Posted in: Strategic Thinking , Real Wealth Management, Tax Planning, Financial Literacy, Estate Planning, Financial Advisor, knowledge bureau, relationship management, succession planning, Evelyn Jacks, trusts, wealth transfer, inheritance, financial education, Millennials, Baby Boomers, high-net-worth clients, family wealth, intergenerational issues, intergenerational wealth transfer, asset management, investment plans, loan agreements, heirs, Generation Y, Real Wealth Manager Program, financial course

It’s a well-known fact that the next decade will see an enormous amount of money transferred from one generation to the next in Canada. According to a 2016 CIBC study, there is $750 billion at stake. Your clients, and your high-net-worth clients in particular, will be looking to you to help them preserve their family wealth, if they aren’t already.

Will Robo-Advisors Threaten the Future of Your Financial Services Business?

Posted: September 01, 2017 VIA: Knowledge Bureau
Posted in: Strategic Thinking , Tax Planning, investments, relationship management, retirement planning, financial advisors, wealth management, tax advisors, financial services, investment advice, entrepreneur, innovative thinking, thought leadership, financial advice, future-proof, robo-advisors, value proposition, artificial intelligence, cyborgs, high-net-worth clients, complex financial issues, customer relationships, holistic advice, growing your business

As a financial advisor, you rely on technology to do your job effectively, but it’s also a disruptor in the industry these days. Robo-advisors are a force to be reckoned with, offering automated services that provide low-cost advice. Are they turning financial advice into a commodity? Will you be priced out of the market? How can you compete with robo-advisors?