Jazzing up returns
Private debt could provide equities-like returns
Private debt could provide equities-like returns
Some lifecos are focused on enhancing their WL and term products
Robo-advisors and blockchain tech will be drivers of change
Guy Cormier must prepare Desjardins Group for change, while maintaining its special character as a co-operative
Regulators are guiding investment firms with sound principles, but putting them in place is a challenge
This year's IIAC Top Under 40 Award winner was inspired by her grandmother to protect older clients from bad advice
Portag3 Ventures has three large financial services firms backing it that want to get in on the ground floor of fintech's growth
Sales of PARNs are down by about 50% since the feds proposed altering the tax treatment of linked notes
A recent conference explored ways in which technology can help boost retail investor participation and shareholder rights
More than a quarter-billion dollars have been returned to investors as a result of five-year-old enforcement policy
An error was made in the editing of a sentence in an article headlined “Insurance exemption deadline looms” in our Mid-October issue. The corrected sentence…
Advisors suggest clients' portfolios should hold two to three years' worth of withdrawals in liquid or guaranteed investments. Opinions vary on the percentage of the…
If your client leaves an employer that offered a defined-benefit pension plan, the client may have options for handling the assets in that plan. Some…
Some advisors forecast a range of outcomes for clients with private-sector DB plans, ranging through full benefits to partial reduction of benefits to a complete…
Persuading millennial clients to start saving for retirement while they're young can be difficult. But even small, regular amounts can add up impressively over decades
In an ideal world, retirees would not need to use home equity to fund their retirement. But, for many people, their homes will be their…
Many Canadian seniors are carrying significant debt and they don't appear to be too worried about it. In some cases, your role may be to…
The full effects of the federal Liberals' proposed expansion of the Canada Pension Plan will not be felt for years to come. Both benefits and…
A question frequently asked by clients who face imminent retirement is: “Will my money last?” A proper response from a financial advisor requires examining several…
The newly updated mortality tables mean that the taxable portion of annuity payouts will increase for many clients. However, annuities purchased before the end of…
Some top advisors explain how they are navigating the difficult, sometimes delicate task of persuading older clients to reduce expectations while finding low-risk ways to…
Retirees with comfortable nest eggs held outside of registered funds may want to consider setting up a systemic withdrawal plan, which allows the client to…
Playing the low-rate gameThe irony for many disciplined savers is that after a lifetime of nurturing their nest eggs, they may find spending in retirement…
Clients who put off receiving CPP and OAS payments can reduce their longevity risk. These clients will need other sources of income to bridge the…
Small clients are lucky to get one meeting a year with their advisor
But there also are some risks, including the health of China's economy and the threat of low commodities prices
Toronto-based First Asset Investment Management Inc.’s product shelf is a little bit broader now with the recent launch of three new ETFs. First Asset U.S.…
A mutual fund focused on silver bullion now is available from Toronto-based Bullion Management Group Inc. (BMG). BMG Silver BullionFund invests exclusively in silver bullion…
Toronto-based Purpose Investments Inc. has launched two income-generating investments that are available as mutual funds and ETFs. Purpose Conservative Income Fund is meant for investors…
Toronto-based Mackenzie Financial Corp. has added four corporate-class mutual funds to its lineup. Mackenzie Canadian Growth Class focuses on companies that are market leaders, but…
How a bank's total assets or earnings have grown is good to know, but what counts more is each share's portion of earnings, as a…
An increase in interest rates would mark the end of the 34-year bond bull market and hit long government bonds especially hard
Three tech giants jockey for position in a sector that's characterized by rapid growth and rising revenue
Carlos Leitão, Quebec’s finance minister, presented his budget update in late October. The budget included a larger than expected $2.2-billion surplus for the year ended…
As Justin Trudeau's victory last year demonstrated, taxpayers believe good government is more than just balancing the books
The Liberals are taking some risks in unveiling grand initiatives, given Canada's anemic economic growth
Editorial
In New Brunswick's economy, what goes up must come down, and those fluctuations are not expected to end soon
