As life expectancies lengthen, the need for long-term care insurance increases. But the clients who need it most may have difficulty paying the premiums —…
Insurers either have ceased providing GMWBs or have made significant adjustments to product structures, features or sales and distribution restrictions. But there are some unique…
Ecuador, Panama and Malaysia top the list of foreign retirement destinations based on research by a U.S. firm. Retirees can live cheaply while enjoying amenities…
Longer, healthier lives are leading to more late-life marriages. But the financial implications can devastate families
Get ready for a whole new world of advising. With life expectancies now commonly stretching well into the 90s, financial advisors need to update their…
Many boomers are reluctant to stop working. Increasingly, fewer have to
More and more boomer clients are vowing to avoid the traditional decision to downsize out of their longtime home
Regulators are reporting a large number of complaints involving seniors’ accounts. Following a recent meeting on the issue, they are developing new guidance for advisors
In part seven of this 12-part series, Jim Ruta, managing partner, LifeAssist Software, asserts that gimmick-based life insurance selling can harm your sales and practice.…
Part one of three-part discussion with three equity-income fund managers
Daryl Diamond, retirement income planner, Diamond Retirement Ltd., explains that retirement income planning — managing income streams during de-accumulation in a proper and tax-efficient way…
Don’t over-emphasize your quest for new business
David Di Paulo, securities litigation partner, Borden Ladner Gervais, discusses two major regulatory concerns facing advisors. He discusses the impact of current legislative changes regarding…
The NEI approach challenges assumptions, stays agile, and remains laser-focused on the long term.
Active ownership helps create long-term value for investors.
As resources run out and companies turn away from the depletive economy, opportunities run in — and Impax’s Luciano Lilloy is snapping them up for…
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
Manager selection can make or break private equity returns — ask these five questions when evaluating evergreen PE strategies.
The nature of private apartment funds means they can complement your client’s traditional investment portfolio.
Boosting advisor productivity in Canada through integration, innovation, and global best practices.
A video breakdown of the 2025 Report Card on Banks themes
Paying the bills and growing their careers were priorities for the Big Six’s branch planners
But banks’ big mutual fund fees are, investor advocate says
Regulator requests monetary penalties, disgorgement, costs and market bans
Insurance advisors answered multiple-choice questions about their industry experience for this inaugural research
Housing costs are a growing worry, BMO index finds