Practice

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

Is your client emotionally ready to sell and rent?

Emotional, practical and physical factors are often as important as financial ones when it comes to selling the family home

By Susan Goldberg |November 30, 2017

4 min read