QPP payments should be raised by 0.7% rather than the current planned increase of 0.5% for retirements taken after age 65
Investor satisfaction with full-service dealers has improved in 2007, says J.D. Power
Households saving adequately use mix of home equity, company-sponsored pension plans, RRSPs and personal savings
Professionals also gravitate more toward independent sources of advice
Awards presented to Handyside, Hoogendoorn and BMO
Move intended to create one body for planners
Program designed to help advisors transform their practice to an advice first approach
CIFPs conference follows on the heels of the acquisition of the Canadian Institute of Financial Planning
CIFPs buys CIFP
Only 21% of pension plans employing LDI strategies, poll finds
Slower population growth expected to dampen the demand for housing
Private Counsel Group provides clients with integrated, personalized wealth management services
Dension says lower return due to sharp downturn in equity markets in February
Yearend tax deadlines, business-related functions and family activities can make the holiday season more anxiety-inducing than festive. Here are some tips to keep you balanced
Although less formal office attire is becoming more acceptable, you still need to be aware of what’s appropriate
From yoga to diet to a good night’s sleep, these handy tools promote healthy living
Challenges include product availability, proper portfolio construction
Committing to a platform and showing your personality can help with prospecting
Amid the turmoil, some advisors seized buying opportunities and proactively comforted clients
Don’t think about care costs as a single number — plan for ranges that evolve over time
Registered disability savings plans and Henson trusts form a powerful foundation, but benefit coordination is key
Legacy protection demands careful planning and attention to detail — advisors have a role to play
Richardson Wealth launched a flexible program earlier this year to fund internal succession plans
Every job posting must answer three main questions
Inflows to emerging markets have soared in recent months
Maintaining a steady stream of content is essential in showing readers that you are engaged and productive. There are tools and techniques to help you…
Reports from financial advisors and industry data indicate that clients are not referring their friends and family members as frequently as they did in years…