In this special feature: keeping clients calm; downsizing the family home; getting the most from spousal RRSPs and much more from the Mid-November 2017 issue of Investment Executive.
November 14, 2017
In this special feature: keeping clients calm; downsizing the family home; getting the most from spousal RRSPs and much more from the Mid-November 2017 issue of Investment Executive.
November 14, 2017Look for investment opportunities in a broad range of sectors that focus on older consumers
Many people are more afraid of running out of money than of dying. Advisors need to ensure retired clients act prudently
With interest rates beginning to inch higher after ultra-low levels over the past several years, generating decent returns from a fixed-income portfolio remains a challenge
Women are very concerned about maintaining support for their families. They also are more likely than men to be single later in life and to have suffered loss of income and capital as a result of divorce or their partner's death
Technology can help older clients manage both long-term assets and daily finances
Many clients rely on the Canada Pension Plan to form at least part of their guaranteed retirement income. But deciding when to take the benefit, as well as several other issues, can be vexing. An expert provides some of the answers
Many affluent families worry that a large inheritance will rob their children of motivation. There also are concerns about how they will handle the money. Here's how you can help
Millennial clients who begin a low-cost plan of saving for retirement now will reap the benefits over time. We asked two portfolio managers with ETF expertise to craft portfolios for a hypothetical millennial client who's investing for retirement
A desire to help children and grandchildren - combined with the availability of credit - is encouraging many elderly clients to carry debt into retirement
Spousal RRSPs can be a simple and effective tax-saving strategy for married and common-law couples. But these accounts are not for everyone - and have potential drawbacks
The 2025 ETF Guide provides a snapshot of how these products are evolving, from industry-wide trends to regulatory changes, along with some of this year’s…
Everything financial advisors need to know about this year’s federal budget
Follow our coverage of Bridging Finance Inc., a portfolio manager and exempt market dealer based in Toronto.
Disability insurance, annuities and much more