Planning and Advice

10 questions to ask before your clients retire

You’ve run the numbers and come up with a plan, but sometimes clients just pick an age they want to retire at, and cling to it blindly.

By Staff |July 20, 2015

1 min read

Industry

10 features of an ideal retirement system

CFA Institute has partnered with Mercer to identify key principles of an ideal system

By Staff |July 10, 2015

2 min read

Planning and Advice

Clients looking for travel plan tips? Offer this list

Are you or your clients planning a cross-Canada tour this summer?

By Staff |July 9, 2015

1 min read

Industry

Advocating for your clients

Advisor Group content editor, Jessica Bruno, is tracking efforts toward fairer markets, digging into avenues for client advocacy and the monitoring the push for the increasing professionalization of the advice industry.

By Staff |July 8, 2015

1 min read

Can you secure solid returns with low volatility?

Over the past few years, retirement planning has undergone a major shift. Advisors used to tell people to get more conservative as they got older, which was fine when fixed income yielded strong returns. Now, though, with bonds barely offering any income anymore, advisors need to come up with other ways of making their clients’ […]

3 min read

Myths and misconceptions about retirement

Clients sometimes have a difficult time wrapping their heads around just how much money they’re going to need in retirement and (more to the point) how they’re going to manage to save such a sizeable sum. But when they labour under common misconceptions or refuse to take a clear-eyed look at their individual financial situation, they may struggle to achieve their “dream retirement.”

2 min read

Planning and Advice

10 questions to ask before your clients retire

10 features of an ideal retirement system

Clients looking for travel plan tips? Offer this list

Advocating for your clients

Entertain your clients at the Calgary Stampede

Most retirees worried about running out of money

11 ways to give your practice a summer makeover

Can you secure solid returns with low volatility?

Myths and misconceptions about retirement

Don’t let summer vacation break the bank