Planning and Advice

Advisor's Edge

Reasons for unhappiness in retirement

More than just income, employment can provide a reason to get out of bed in the morning

By Maddie Johnson |November 7, 2022

3 min read

Advisor's Edge

A little imagination — and a little fear — go a long way in retirement savings

Behavioural tips to address the savings gap

By Mark Burgess |November 7, 2022

2 min read

Advisor's Edge

Should clients use home equity to fund retirement?

Experts urge caution with this approach

By Suzanne Yar Khan |November 7, 2022

4 min read

Advisor's Edge

Ensure client privacy when planning for succession

There are ethical and practical considerations when selling your book

By Michelle Schriver |November 7, 2022

4 min read

Advisor's Edge

What is one thing you wish you’d considered before retiring?

We asked three retired advisors

By Maddie Johnson |November 7, 2022

2 min read

Advisor's Edge

Client Confidential: Bob Lai

We talk to a proponent of the Financial Independence Retire Early movement

By Allan Janssen |November 7, 2022

3 min read

Planning and Advice

Stress-test financial plans to ease client anxieties

After recent turmoil, clients may be more willing to consider high-risk events

By Rudy Mezzetta |October 27, 2022

2 min read

Planning and Advice

Curb client confusion about financial planning

An investment plan does not equal a financial plan

By Katie Keir |October 26, 2022

3 min read

Planning and Advice

Most employer retirement plans don’t support decumulation: report

Less than 5% of pension programs administered by the largest insurance companies offer decumulation options, finds the C.D. Howe Institute

By Staff |October 25, 2022

2 min read

Industry

When to talk about permanent insurance during estate planning

Going beyond investments with clients remains a good way to add value, particularly in down markets

By Guillaume Poulin-Goyer |October 19, 2022

3 min read

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