News and resources for Canada's top financial advisors
Industry
Persistent low interest rates continue to cause problems for insurance companies.
By Staff |November 13, 2012
3 min read
Life
Insurance-funded strategies let more advisors use ETFs.
By Pierre Ghorbanian |November 9, 2012
4 min read
Banks have faced more rigid capital and liquidity policies due to the recession, and now insurers are struggling with the same challenge.
October 31, 2012
Estate Planning
TD asked what retirement meant to you, and thousands answered. It’s not just about withdrawing from your occupations. It means freedom, financial security and the ability to travel, say Canadians. Read: 5 risks to retirement income “It’s important to take the time to define what retirement means for you: it helps you get started on […]
By Staff |October 23, 2012
1 min read
Business clients looking to buy insurance in coming months can expect to see a mix of rising and falling rates in 2013.
By Staff |October 15, 2012
2 min read
It’s the beginning of the third quarter, and the big year-end push is on.
By Helena Smeenk Pritchard |October 4, 2012
Over half of baby boomers (57%) would rather work longer so they can maintain their current lifestyles as they enter retirement, finds a CIBC poll. Further, 24% plan to carry debt into retirement. Of those, 80% will carry debt throughout their entire retirement. This suggests they have no immediate plans to pay it off, and […]
By Staff |September 21, 2012
Almost half (48%) of defined benefit plan sponsors plan to increase their allocation to alternative investments as they seek long-term returns less correlated to public equity markets, finds RBC Investor Services. Further, this figure jumps to 88% for plan sponsors that have over $1 billion in assets. Read: Will PRPPs create opportunities for advisors? “Canadian […]
By Staff |September 20, 2012
Standard Life Assurance Company of Canada is issuing a $400 million principal amount of 3.9% fixed/floating subordinated debentures, due September 21, 2022.
By Staff |September 17, 2012
When it comes to estate planning, life insurance is critical. Help your clients upgrade their coverage as they age to ensure wealth preservation.
By Ted Warburton |September 14, 2012
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