Practice

Get your CE credits before year’s end

The IIROC cycle ends Dec. 31, 2017

By Staff |December 15, 2017

1 min read

Engage older workers to boost the economy: report

Canada needs to reduce barriers to employing older workers as the aging population grows, a report from PwC says. Canada ranked 16 out of 34 OECD countries in PwC’s Golden Age Index, a weighted average of seven measures for workers aged 55-69, including employment rate, training and earnings. Canadians over 65 will make up nearly […]

By Staff |December 13, 2017

1 min read

Seniors financially supporting younger generations: survey

It’s not uncommon for seniors to help their children and grandchildren with paying down debt, making down payments, and covering the cost of education and childcare, a survey from HomEquity Bank says. The survey was conducted in late October at the Toronto Zoomer Show. Roughly one-fifth of the 682 respondents said they’ve provided one-time financial […]

By Staff |December 11, 2017

1 min read

U.S. millennial advisors adopting financial planning services

On average, a millennial advisor offers 5.1 planning services, compared with 4.6 for both gen X and boomer advisors

By Staff |November 30, 2017

1 min read