In part one of a six-part series, “The impact of CRM2 on investors,” Dan Richards, CEO, Client Insights, and Susan Silma, co-founder, CRM2 Navigator, discuss…
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…
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…
Have You Thought About What Season Your Practice is in?
HNW clients want guidance on the complex challenges that wealth can bring
Referrals are key to boosting your roster of HNW clients
The firm makes software focused on regulatory reporting solutions for financial institutions
Discover how Edward Jones empowers experienced financial advisors like me with autonomy, support and a compensation model that values our experience.
How private REITs can reduce portfolio volatility in times of public market turbulence.
Designed Securities Ltd. co-founders Gillian Kunza, CEO and Michael Konopaski, CFO explore common language, context and consensus in the Blue Ocean of independence.
Designed Securities Ltd. co-founders Gillian Kunza, CEO and Michael Konopaski, CFO continue their discussion about trailblazing in an industry filled wiqth conflict, opportunity, and dinosaurs.
How investment advisors rated their firms’ support offerings and tools
Insurance advisors answered multiple-choice questions about their industry experience for this inaugural research
Housing costs are a growing worry, BMO index finds
New funds hold several big names found in broad U.S. stock indexes
The NEI Global Corporate Leaders Fund is investing in companies that enable people to live and thrive.
The NEI Global Corporate Leaders Fund is investing in companies that promote people’s health and well-being.
The NEI Global Corporate Leaders Fund is investing in companies breaking down barriers to economic participation.