Planning and Advice

Stop putting off succession planning Fallback Image Decorative pattern

Planning and Advice

Stop putting off succession planning

An industry expert urged advisors to step up their game during IAFP's 2021 symposium

By Katie Keir |September 24, 2021

2 min read

How advisors are responding to the pandemic election results Fallback Image Decorative pattern

Planning and Advice

How advisors are responding to the pandemic election results

Clients' concerns range from broad social and fiscal spending to potential tax changes

By Katie Keir |September 22, 2021

4 min read

4% rule is no longer an ideal retirement strategy, Milevsky says Fallback Image Decorative pattern

Industry

4% rule is no longer an ideal retirement strategy, Milevsky says

The York University professor laid out his concerns at an event this week

By Daniel Calabretta |September 22, 2021

3 min read

Pandemic sparks worries for those nearing retirement, poll finds Pandemic sparks worries for those nearing retirement, poll finds

Planning and Advice

Pandemic sparks worries for those nearing retirement, poll finds

More Canadians expect to outlive their savings

By Daniel Calabretta |August 27, 2021

2 min read