Investment Executive AM newsletter

Thursday December 30, 2021
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Industry News
CPP premiums are getting a bigger bump than planned
The reason lies with the pandemic's unique impacts on the labour market
December 29, 2021

Industry News
Banks offer big climate commitments in 2021, but key details are yet to come
Canada's big banks are still major funders of the fossil fuel industry. It remains to be seen how quickly they are prepared to move toward net zero
December 29, 2021

Industry News
Growing wealth versus paying debt: how Canadians ranked financial priorities
Among survey respondents who took on more debt in 2021, 37% said their expenses exceeded their monthly incomes
December 29, 2021

Model portfolios: Inflation protection for senior clients
Two financial advisors suggest portfolios that provide income, tax efficiency and inflation protection for a hypothetical senior client
November 22, 2021

Real tips for managing retirement spending
We spoke with six advisors
November 22, 2021

Take a load off
Financial advisors can help remove the burden for beneficiaries and executors by helping retirees organize ahead of time
November 22, 2021

The advisor’s retirement: Making a smooth transition
Christine Timms discusses common retirement challenges and some of the steps for creating a succession plan
November 22, 2021

Practice Management
Tips for advisors starting the succession planning process
Thinking about retirement doesn't have to be difficult
November 22, 2021

Practice Management
Practice assessment tips for advisors working on succession
November 22, 2021

Practice Management
Choosing and working with a successor for your practice
November 22, 2021

Read the full retirement report

Special Reports
Special Report on Retirement 2021
With inflation affecting spending and portfolios, your retired clients will need clear counsel. This year's Special Report on Retirement provides insights on inflation-proofing portfolios, managing retirement spending, government benefits, tax savings and more.
12 November 2021


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