Is your estate administration software up to date? And do you know how to ensure its success? Gregory van Dyk Watson underlines some common misconceptions
Business owners who overlook personal affairs in succession planning risk leaving their families with much more than grief after death, says Fay Copeland
How well do you know your client? Are they willing and able to take investment risks? Charles MacKinnon clarifies the principles of asset allocation and the importance of rebalancing portfolios