Planning and Advice

Planning and Advice

What the IPP numbers look like in 2018

Find out what individual pension plans could pay in retirement benefits and terminal funding

By Lea Koiv and Mark Lesniewski |February 15, 2018

6 min read

Planning and Advice

High-net-worth firms to make more direct investments: report

High-net-worth firms plan to increase their allocations to direct investments and co-investments over the next two years, new research from global research and consulting firm Cerulli Associates says. As the private equity market has evolved, many high-net-worth (HNW) practices have moved toward direct deals that give investors the opportunity to invest directly in a portfolio […]

By Staff |February 8, 2018

1 min read

Planning and Advice

Are your married clients financially unfaithful to each other?

A survey by FPSC and Credit Canada reveals details about financial deceit

By Staff |February 7, 2018

2 min read

Planning and Advice

As markets drop, here’s how advisors are communicating

Countering the alarming headlines as volatility returns

February 6, 2018

5 min read

When your clients know their date of death

With the assent of Bill C-14 in 2016, advisors will increasingly serve clients who choose medical assistance in dying. Here a financial planner, a lawyer and a funeral director discuss working with clients who proactively plan for death.

5 min read

Planning and Advice

What the IPP numbers look like in 2018

High-net-worth firms to make more direct investments: report

Are your married clients financially unfaithful to each other?

As markets drop, here’s how advisors are communicating

Managing assets for a parent with Alzheimer’s

When your clients know their date of death

Now’s a good time for that debt discussion

Helping clients sort out a holiday inheritance fight

What are your advisor’s credentials, and how do you know?

What happens when advice breaks up with investments