Planning and Advice

Get ready for more single women clients Fallback Image Decorative pattern

Industry

Get ready for more single women clients

Women's needs differ from those of men, says white paper

By Staff |September 7, 2017

2 min read

Make these moves first when divorce strikes Make these moves first when divorce strikes

Estate Planning

Make these moves first when divorce strikes

5 things clients can do right away

By Nathalie Boutet |September 1, 2017

5 min read

What inflation may mean for your retirement income Fallback Image Decorative pattern

Planning and Advice

What inflation may mean for your retirement income

Yes, economies worldwide continue to gradually recover from the financial shocks of 2008 and the tremors that followed. In terms of GDP growth, though, the recoveries are milder than the post-recessionary upswings experienced during the 1980s and ’90s. The term “jobless recovery” is thrown around a lot, because even though unemployment rates are falling, many […]

By Staff |August 31, 2017

3 min read

Prepare clients for the retirement home stretch Fallback Image Decorative pattern

Planning and Advice

Prepare clients for the retirement home stretch

To many clients, retirement may seem a distant dream. Yet as the date looms, they often feel anxious and edgy about these life changes. Are they financially prepared? What will they do with themselves? Here are a few key reminders to share with clients headed into the home stretch, say six to 24 months before […]

By Camilla Cornell |August 24, 2017

2 min read