Retirement income – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Thu, 28 Mar 2024 20:06:21 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.3 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Retirement income – Investment Executive https://www.investmentexecutive.com 32 32 Immigrants outworking those born in Canada https://www.investmentexecutive.com/news/research-and-markets/immigrants-outworking-those-born-in-canada/ Thu, 28 Mar 2024 20:06:21 +0000 https://www.investmentexecutive.com/?p=482927 Positive workforce trends to cushion impact of aging population

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]]> FCA finds fault in firms’ retirement advice https://www.investmentexecutive.com/news/from-the-regulators/fca-finds-fault-in-firms-retirement-advice/ Wed, 20 Mar 2024 19:22:10 +0000 https://www.investmentexecutive.com/?p=482408 Regulator details results of review, calls for action from firms

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]]> The 4% rule could be true in 2024 https://www.investmentexecutive.com/news/industry-news/the-4-rule-could-be-true-in-2024/ Wed, 29 Nov 2023 19:31:59 +0000 https://www.investmentexecutive.com/?p=476222 High bond yields and weak forecast for equities make conservative portfolios more attractive

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]]> What’s worrying retirees — and their advisors? https://www.investmentexecutive.com/newspaper_/dealers-report-card/whats-worrying-retirees-and-their-advisors/ Mon, 28 Aug 2023 04:10:00 +0000 https://www.investmentexecutive.com/?p=470324 Firms need to address gaps in estate-planning support as cohort of elderly clients grows

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]]> Annuities are a versatile option for estate planners https://www.investmentexecutive.com/soundbites/fixed-income/annuities-are-a-versatile-option-for-estate-planners/ Tue, 01 Aug 2023 17:01:06 +0000 https://www.investmentexecutive.com/?p=469382 John Yanchus of Canada Life says annuities are increasingly popular in the current economic climate, and they have a lot going for them

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]]> Why clients with large RRSPs and RRIFs might benefit from earlier withdrawals https://www.investmentexecutive.com/news/industry-news/why-clients-with-large-rrsps-and-rrifs-might-benefit-from-earlier-withdrawals/ Tue, 11 Jul 2023 19:23:24 +0000 https://www.investmentexecutive.com/?p=467911 Strategic withdrawals allow clients to smooth out their income levels over retirement

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]]> New retirement realities call for new portfolio strategies https://www.investmentexecutive.com/insight/columns/new-retirement-realities-call-for-new-portfolio-strategies/ Tue, 20 Jun 2023 10:00:00 +0000 https://www.investmentexecutive.com/?p=467581 Reconstruction should focus on client needs, risk mitigation

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]]> Moody’s calls Franklin, Great-West deal a win-win https://www.investmentexecutive.com/news/research-and-markets/moodys-calls-franklin-great-west-deal-a-win-win/ Wed, 07 Jun 2023 19:18:07 +0000 https://www.investmentexecutive.com/?p=466984 Rating agency says strategic partnership has attractive benefits for all players

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]]> Outdated RRIF rules could get overhaul https://www.investmentexecutive.com/inside-track_/jamie-golombek/outdated-rrif-rules-could-get-overhaul/ Wed, 17 May 2023 19:00:52 +0000 https://www.investmentexecutive.com/?p=465712 Department of Finance will wrap up its study in June

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]]> Planners need to see ‘the bigger picture’ on RRIF withdrawals, study says https://www.investmentexecutive.com/news/industry-news/fp-canada-says-planners-need-to-see-the-bigger-picture-on-rrif-withdrawals/ Wed, 26 Apr 2023 18:35:28 +0000 https://www.investmentexecutive.com/?p=464476 Financial planners must consider the complexity of client circumstances, according to research from FP Canada's foundation

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