Practice

Defined contribution pensions struggling

The latest DC retirement index from Towers Watson shows a slight increase in monthly pension, from a low of 13.4% of monthly wages in November 2012 to just 15.2% as of September 1, 2013.

By Staff |September 11, 2013

2 min read

Economic Indicators

Workers’ retirement savings falling short

The majority of Canadians are nowhere near reaching their retirement goals, finds a survey by the Canadian Payroll Association released today.

By Staff |September 11, 2013

1 min read

Planning and Advice

Stay healthy to stay profitable

Your health should be top-of-mind.

By Staff |September 11, 2013

1 min read

Planning and Advice

Disabled clients want knowledgeable advisors

Advisors who understand disability benefits are appreciated, because few people do, a Toronto-area client says.

By Melissa Shin |September 11, 2013

3 min read

Planning and Advice

Eldercare: Engaging the softer side

Patty Randall understands that caring for an elder loved one is no small task

By Heidi Staseson |September 11, 2013

6 min read

Industry

Longer life spans threaten pensions

It’s official — not only are Canadians getting older, they’re also living longer

By Staff |September 9, 2013

3 min read

Industry

Work stress steals sleep

Workplace stress steals more than one hour of British workers’ sleep every night—a trend that is most pronounced among the country’s bankers, according to a new report.

By Yaldaz Sadakova |September 9, 2013

3 min read

Industry

Take the pulse of New York’s wealthy

Wedding Crunchers, a new website from Rap Genius, allows users to see “what the world’s most self-important people think is important” by tracking recurring terms and phrases in the New York Times’ weddings and engagements section.

By Staff |September 9, 2013

1 min read

Planning and Advice

6 prospecting tips

Social settings offer great opportunities to reel in new clients. Here are some strategies for common scenarios.

By Bryce Sanders |September 9, 2013

3 min read

Estate Planning

When the prime minister’s your client

Testamentary, inter vivos, insurance and alter ego trusts are all effective vehicles for a variety of planning needs. There’s another type that’s rarely used: the blind trust. If you reel in a client who needs it, you’ll be doing well.

By Dean DiSpalatro |September 6, 2013

3 min read

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