Home In Depth Special Reports Special Report on Retirement 2017

Special Report on Retirement 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, 2017

Stocks for an aging population

Look for investment opportunities in a broad range of sectors that focus on older consumers

  • November 14, 2017 January 23, 2018
  • 12:04

Helping the kids inherit

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

  • November 14, 2017 November 14, 2017
  • 00:50

ETFs: The value of starting early

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

  • November 14, 2017 January 20, 2018
  • 00:50

Help older clients control debt

A desire to help children and grandchildren - combined with the availability of credit - is encouraging many elderly clients to carry debt into retirement

  • November 14, 2017 November 14, 2017
  • 00:50

For better or for worse

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

  • November 14, 2017 November 14, 2017
  • 00:50

Should your clients sell the house?

Clients seeking to access the value held in their homes during retirement often are faced with a difficult choice: should they sell and downsize, or sell and rent?

  • November 14, 2017 January 20, 2018
  • 00:50

No fear: Keeping retired clients calm

Many people are more afraid of running out of money than of dying. Advisors need to ensure retired clients act prudently

  • November 14, 2017 November 14, 2017
  • 00:50

New risks for fixed-income

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

  • November 14, 2017 January 20, 2018
  • 00:50

Women face different headwinds

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

  • November 14, 2017 November 14, 2017
  • 00:50

How to help “Silver Surfers”

Technology can help older clients manage both long-term assets and daily finances

  • November 14, 2017 January 20, 2018
  • 00:50