Practice

Advisors overestimate how well they understand rich clients

76% of wealth managers say they understand the needs of younger rich clients, while only 61% of clients agree, finds a report. Read more.

By Staff |June 18, 2015

2 min read

Some early retirees would be broke within a year

If forced to retire early, it would take just five years for 40% of middle-aged people to run out of money, finds a survey by Investors Group.

By Staff |June 18, 2015

2 min read

Protect business-owning clients from lawsuits

Three in 10 small business owners have dealt with the stress and disruption of handling a legal dispute in the last three years.

By Staff |June 17, 2015

1 min read

Do clients understand TFSAs? 5 things to ask

Six years after TFSAs were introduced, many clients still don’t understand how they work, finds a survey by Mackenzie Investments.

By Staff |June 17, 2015

2 min read