Advisors suggest clients' portfolios should hold two to three years' worth of withdrawals in liquid or guaranteed investments. Opinions vary on the percentage of the…
If your client leaves an employer that offered a defined-benefit pension plan, the client may have options for handling the assets in that plan. Some…
Some advisors forecast a range of outcomes for clients with private-sector DB plans, ranging through full benefits to partial reduction of benefits to a complete…
Persuading millennial clients to start saving for retirement while they're young can be difficult. But even small, regular amounts can add up impressively over decades
In an ideal world, retirees would not need to use home equity to fund their retirement. But, for many people, their homes will be their…
Many Canadian seniors are carrying significant debt and they don't appear to be too worried about it. In some cases, your role may be to…
New challenges call for out-of-the-box solutions
Although 90% of advisors feel they have an obligation to their clients to create a succession plan, only 19% of advisors have a succession plan…
With investors being more informed, they are less likely to sue their advisors if their investments go south
And with most Canadians avoiding the topic of taxes until the New Year, now is an opportune time for advisors to help clients take advantage…
The provincial regulator’s recent examinations of life insurance agents revealed several gaps in compliance, especially as they relate to disclosure
Other financial priorities make contributing to these accounts difficult for some clients
Developing a process that will underpin the relationship between mentor and mentee can help the partnership flourish
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…
With investors growing cautious toward historically expensive risk assets, defensive sectors are attracting renewed capital inflows. Skyline breaks down the current environment and explains why…
Choosing the right investment management partners can help you make confident recommendations — even in unpredictable times.
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
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.
Head of Compliance for WFGIAC April Stadnek shares her perspective on the growing need for financial protection among Canadians, and how WFG supports its advisors…
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