2024: A Year of Market Success and Wealth Management Shifts

2024 will be remembered as a strong year for markets, but also for complex tax policy changes and the advancement of major industry trends. With just more than a week remaining, 2024 will (almost certainly) go down as another banner year for financial markets, making for happy clients. But it hasn’t been as straightforward for the wealth management industry. With both advisors and clients aging, books of business are up for grabs.

Money is also moving, with the highly anticipated wealth transfer beginning to take shape. Tax policy kept advisors on their toes (more on that below). Meanwhile, everyone is wondering how they’re supposed to be using artificial intelligence. We’ll be revisiting these and other stories in a series of “Best of” articles from Globe Advisor. In addition to the news, we’re reviewing important topics clients are seeking help with, such as combatting loneliness, deciding where to live, and learning how to relax and enjoy their hard-earned savings. It was an exciting year at Globe Advisor, from an extensive series on the Canada Pension Plan to a new. We hope you’ll take the opportunity to catch up on anything you may have missed. As you’re doing so, let us know if there’s anything we missed or should be paying attention to in 2025. This is our last newsletter until the new year – we’ll be back on Jan. 2 with Advisor Daily. Thanks for reading, enjoy the holidays, and remember toOttawa has provided gripping drama this week but the turmoil hasn’t done anything for business owners (and their advisors) awaiting clarity on how to plan for changes to the capital gains inclusion rate and the lifetime capital gains exemption.the changes aren’t law yet. But there’s still uncertainty for Canadians who recently sold their businesses or are looking to do so next year when it comes to claiming the new $

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