Practice

Should clients add kids to their home title? Should clients add kids to their home title?

Planning and Advice

Should clients add kids to their home title?

Address their misconceptions gently and explain the risks

By Jonathan Got |June 25, 2025

4 min read

Why you should focus on retirement cash flow more than retirement income Why you should focus on retirement cash flow more than retirement income

Planning and Advice

Why you should focus on retirement cash flow more than retirement income

4 misassumptions that could put your clients’ retirement in danger

By Stephanie Holmes-Winton |June 23, 2025

5 min read

Canadian pension funds are preparing for a new retirement Canadian pension funds are preparing for a new retirement

Longevity

Canadian pension funds are preparing for a new retirement

Financial advisors can too — here’s how to get ready for longevity

By Simon Chan |June 20, 2025

3 min read

Teaming is more than a buzzword Teaming is more than a buzzword

Your Business

Teaming is more than a buzzword

Advisors face a range of challenges — the right partnerships can get you to the next level

By Kevin Hayes |June 18, 2025

3 min read