Home Newspaper November 2020
IE November 2020

November 2020

News

The death of independent dealers was greatly exaggerated

Wealthy investors rely more on professional advice, study finds

The deal fits CI’s strategy to expand its wealth management business

Critics say efforts to improve gender diversity at the board level have benefited mostly white women

Denis Blackburn, a child of two insurance advisors, says his favourite part of the job is building relationships

Building Your Business

The pandemic may cause your clients to rethink when to claim government benefits

Investment plans need to be flexible, but don't abandon tested strategies

Your client is a couple years away from retirement and just lost their job. Now what?

Retirement is a major lifestyle change that may lead to anxiety and other challenges

Low rates are here for the foreseeable future, but guaranteed income can still work for certain clients

Keep clients on track for retirement despite financial hardship

While the coronavirus has highlighted the need for wills and powers of attorney, these documents are vital regardless

You might not get the price you want and are you sure you're ready to take the plunge?

The pandemic has made work/life balance more difficult

Focus on Products

Despite government stimulus, European stocks have been slow to recover

With paltry bond yields here to stay, it's time to revisit return assumptions

Fund managers have launched a number of “one-ticket” products to catch up with investor demand

Comment & Insight

Editorial: Financial advisors should prepare clients for the very real potential for civil unrest

Voters are unimpressed with the premier's response to the pandemic and low oil prices