Planning and Advice

Industry

Why cost of mutual funds is dropping in Canada, U.S.

A study of mutual fund ownership and fees across North America

By Staff |October 4, 2017

3 min read

Planning and Advice

Tips for serving vision-impaired clients

From the need for reading glasses to cataract and more serious vision concerns, declining vision is an almost inevitable part of the aging process. Susan Goldberg discusses how advisors can make things easier for clients struggling with changes in eyesight. The number of Canadians with age-related vision loss is expected to increase by nearly 30% […]

By Susan Goldberg |September 27, 2017

5 min read

Industry

Pre-retirees relying on homes to fund retirement

45% of pre-retired Ontario homeowners are relying on the value of their home increasing to fund their retirement.

By Staff |September 26, 2017

2 min read

Planning and Advice

Divorce leads to small business headaches

What happens when business can't go on as usual?

By Simon Doyle |September 22, 2017

14 min read

The cost of living beyond 100

The World Economic Forum recently published a discussion paper titled, “We’ll Live to 100. How Can We Afford It?” It makes the case that, with lifespans increasing and fewer companies providing pension plans, many people may face a retirement savings gap. Here are a few ways your clients can make sure the math works for […]

By Camilla Cornell |September 21, 2017

2 min read

Clients need your push to plan for succession

More than 40% of Canadian entrepreneurs will exit their businesses to retire in the next five years, finds a study by BDC. And 52% of them expect to sell or transfer their businesses outside the family. Problem is, many business owners won’t make the most of the transition. Read: How early to tackle business transition […]

By Staff |September 20, 2017

2 min read

Planning and Advice

Why cost of mutual funds is dropping in Canada, U.S.

Tips for serving vision-impaired clients

Pre-retirees relying on homes to fund retirement

Divorce leads to small business headaches

The cost of living beyond 100

Unsure how to use ESG analysis? Start with G, says RI expert

Clients need your push to plan for succession

Behavioural coaching part of retirement planning, says expert

What first-time homebuyers want from their advisors

Retail advisory business driving the industry