Although investors like traditional index-linked ETFs, they also want products that meet specific needs
Diving interest rates and uncertain equities have led to major changes in the availability and features of guaranteed minimum withdrawal benefits. Some advisors are steering clear, but others say GMWBs can be a sound choice
Uncertainty in markets and low interest rates can make it a challenge to help clients of any age with strategies in the year ahead. These advisors offer help, whether your clients are just starting out or are well along the investing path
Two theories of retirement financial planning suggest that assets and income streams can be altered in more precise ways as clients move through the many phases of life after work
Part 1 of a three-part series on exchange-traded fundsIncreasing competition among product manufacturers in the ETF marketplace has led to more products and lower fees
Although it's natural to conclude that a child's death would not have a significant financial impact on the lives of his or her parents, there are several reasons why it makes sense to insure the life of a child
Clients need to know how you're being paid, so don't put off the discussion
Lynette Gao has established a thriving practice serving newcomers who need help understanding Canada's system
A small percentage of professional investors may be subject to significant tax penalties if they abuse their accounts in tax-avoidance schemes. Most clients, according to tax officials, need not worry
The federal budget announced changes in the benchmark test for tax-free investments, which may create opportunities for insurance advisors and their clients looking for ways to shelter investment income