Advisors say firms are putting additional resources into support for helping clients reach — and thrive in — retirement
What clients want to do, their marital statuses and tax situations will impact their income needs
Homeownership increases retiree household incomes up to 12%
Current programs provide adequate retirement income for low and high income earnings
Sun Life vp advises focusing on older clients who are looking for all their financial planning under one roof
Declining expenses help foster sense of financial comfort among retirees
New tool helps advisors and investors understand the importance of the mix of products needed to reduce retirement risks
Retired and pre-retired Canadians have some regrets
Investors who work with advisors have higher participation rates and assets in registered savings plans than non-advised households