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  1. Robert Armstrong
    Robert Armstrong, vice president, head of managed solutions, BMO Global Asset Management Inc., discusses three investment strategies for retired clients that provide a smoother return stream, low volatility and downside protection.
  2. Fiona Collie
    Deciding where to live in retirement is a matter of identifying priorities
  3. Dwarka Lakhan
    You must have a complete picture of your client’s personal situation
  4. Craig Wong
    While a smartphone can help make it easier to spend money, it can also help clients track spending if they use a budgeting app
  5. Natixis Global Asset Management
    Advisors are key to putting anxious investors back on track
  6. Natixis Global Asset Management
    This Partner Report from Natixis Global Asset Management shares key insights from its 2016 Global Survey of Individual Investors to help advisors better understand and address their clients’ needs.
  7. Dwarka Lakhan
    Ask your clients how they would survive a sudden loss of income
  8. Dwarka Lakhan
    Meet with both spouses first, and remain objective
  9. Dwarka Lakhan
    Some expenses go down; some go up
  10. Dwarka Lakhan
    Most Canadians think government programs will cover LTC