Practice

5 simple but important online security habits

As our use of online systems for storing personal data has grown, so has the problem of fraudulent access to that information.

By Jay Palter |July 16, 2015

3 min read

Industry

10 features of an ideal retirement system

CFA Institute has partnered with Mercer to identify key principles of an ideal system

By Staff |July 10, 2015

2 min read

Planning and Advice

Clients looking for travel plan tips? Offer this list

Are you or your clients planning a cross-Canada tour this summer?

By Staff |July 9, 2015

1 min read

Industry

Advocating for your clients

Advisor Group content editor, Jessica Bruno, is tracking efforts toward fairer markets, digging into avenues for client advocacy and the monitoring the push for the increasing professionalization of the advice industry.

By Staff |July 8, 2015

1 min read

Planning and Advice

Entertain your clients at the Calgary Stampede

Hundreds of thousands of Calgarians will be up at the crack of dawn to take in the kickoff to the Calgary Stampede.

By Staff, with files from The Canadian Press |July 3, 2015

1 min read

Planning and Advice

Most retirees worried about running out of money

How are Canadians faring in retirement? Are they retiring when planned? A new report from Angus Reid shows many fear they'll run out of money.

By Staff |July 2, 2015

1 min read

Planning and Advice

11 ways to give your practice a summer makeover

Use quieter days at the practice to refresh your firm, reconnect with clients, and plan ahead.

By Staff |June 26, 2015

1 min read

Planning and Advice

Can you secure solid returns with low volatility?

Over the past few years, retirement planning has undergone a major shift. Advisors used to tell people to get more conservative as they got older, which was fine when fixed income yielded strong returns. Now, though, with bonds barely offering any income anymore, advisors need to come up with other ways of making their clients’ […]

By Bryan Borzykowski |June 24, 2015

3 min read

Planning and Advice

Myths and misconceptions about retirement

Clients sometimes have a difficult time wrapping their heads around just how much money they’re going to need in retirement and (more to the point) how they’re going to manage to save such a sizeable sum. But when they labour under common misconceptions or refuse to take a clear-eyed look at their individual financial situation, they may struggle to achieve their “dream retirement.”

By Camilla Cornell |June 22, 2015

2 min read

Planning and Advice

Don’t let summer vacation break the bank

Driven by vacations, social outings and entertaining at home, Canadians plan to spend an average of $5,605 during the summer - making it the most expensive season for 45% of people.

By Staff |June 18, 2015

2 min read

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