Planning for intergenerational wealth transfer is rarely easy, not least because it involves family dynamics. But it’s also an area where you can’t put your head in the sand. So…

Apt Wealth Partners’ Chief Investment Officer Sarah Gonzales joined Livewire Markets’ latest episode of Buy Hold Sell to share her thoughts on navigating the current market volatility with ETFs. You…

Succession planning for the family farm can be highly complex and emotional. The retiring family members have likely invested significant time and money into the property, and it can be…

As an executive, senior leader, board member or partner at a listed company, it’s likely that you hold some form of employee share plan. These shares may represent a significant…

Divorce can be emotionally draining and stressful for everyone involved, but there is another layer of complexity for business owners. While it’s not a pleasant topic, particularly if your relationship…

For business owners, particularly those in smaller or family-owned companies, personal and business finances are often heavily intertwined. For many, COVID-19 has presented significant challenges; for others, there may have…

With the onset of the COVID-19 pandemic, many of us have been asked to make the shift to a virtual working environment with little or no notice. In this climate,…

I recently read an article from the World Economic Forum, with the main theme being along the following lines: Is technology driving productivity, or is it actually stopping work? The case was made that technology, particularly in the office context, is not actually increasing productivity but is, in fact, an inhibitor to working effectively.