Fewer advisors report having a succession plan in place this year, but advisors who have a plan are happy with their firms’ support
Research from Edward Jones finds the cost of care is rising by 4% per year
A new report shows that unattached women aged 50+ have higher median net worth
Retirement spending needs are complex and shifting, research finds
More Canadians are thinking about aging at home and living closer to family
The firm recently acquired a U.S. retirement business and sold its asset management group
Only about 30% of Canadian households were debt-free in 2019: StatsCan report
Current spending levels of 1.3% of GDP could soar to 4.2% by 2041, says report
Continued transformation and innovation is needed to meet the demands of baby boomers and millennials
The pandemic may cause your clients to rethink when to claim government benefits