Practice

How one retiring advisor built a flexible, phased succession plan  How one retiring advisor built a flexible, phased succession plan 

Your Business

How one retiring advisor built a flexible, phased succession plan 

Find professionals who bring complementary skills to your team to set your practice up for success

By Noushin Ziafati |June 30, 2025

5 min read

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