Practice

GMWBs boost retirement income planning

Even after reaching retirement, investors need to continue managing their finances prudently to ensure a healthy retirement stream.

By Michael Callahan |July 12, 2011

7 min read

Planning and Advice

Study shows financial planning works

Hiring a CFP professional to create a financial plan will improve your financial situation and give you peace of mind. I’ve always believed in that statement and observe the results daily in our practice, but there wasn’t any statistical evidence to back up my claim. Now, there’s plenty.

By Mathieu Paradis |July 6, 2011

3 min read

Industry

Retirement income: Back-to-back annuities

Set it up and leave it alone?

By Melissa Shin |July 5, 2011

9 min read

Planning and Advice

An Office in the Clouds

Having recently been struggling with our tiny little network with its single server and five computers (one remote) I have been exploring alternatives to having to constantly deal with the lag for the remote and the occasional hassle from a maintenance point of view.

By Kevin Cork |June 29, 2011

5 min read

SRI focus can build your business

Transitioning your practice to SRI can be a painless process, according to one advisor who made the move successfully. Gail Taylor of Gail Taylor and Associates at CIBC Wood Gundy in Edmonton has a $100 million SRI book and more than 100 clients. Speaking at the Canadian Responsible Investment Conference in Victoria this week, Taylor […]

By Doug Watt |June 23, 2011

3 min read

Like it or not, change is coming

I recently attended the CIFPs annual meeting where current trends in the industry where discussed. One of the topics was the strategic move to require all CFPs to put their clients' interests first. On the surface, this seems like motherhood and apple pie. Beneath that surface, however, something far more contentious lurks.

3 min read

Canadian couples avoiding insurance talk

When it comes to communication skills, women are often considered innately advantaged. Except when the subject of discussion is life insurance. According to a TD Insurance poll, it’s men who are driving the conversation about insurance on the rare occasions that it is broached. Aptly titled Look Who’s Talking, the poll revealed discussing life insurance […]

2 min read

Asset class costs factor into planning

Many advisors shoulder the responsibility of supervising financial independence planning for their clients. What I’m curious about is whether or not they take cost or the method of payment into consideration when doing those projections.

3 min read

Practice

GMWBs boost retirement income planning

Study shows financial planning works

Retirement income: Back-to-back annuities

An Office in the Clouds

Consumer debt bubble and you

SRI focus can build your business

Like it or not, change is coming

Reeling in Canada’s richest clients

Canadian couples avoiding insurance talk

Asset class costs factor into planning