Financial planning

Industry

Should clients defer OAS?

New OAS option begins July 1, 2013.

By Doug Carroll |June 26, 2013

2 min read

Industry

Will fee-for-advice cost clients too much?

The debate rages about who would get hurt if commissions suddenly went the way of the dodo bird in Canada.

|June 21, 2013

2 min read

Planning and Advice

Understanding clients and helping clients understand

The role of a financial advisor is simple. Our primary responsibility is to help clients identify where they are now and where they need to go. Along the way we also help clients separate their emotions and make decisions using a sound intellectual framework. So why does our community continue to worry about client reactions to short-term underperformance?

By Shawn O'Brien |June 19, 2013

3 min read

Planning and Advice

6 ways to help cash-strapped retirees

Your client is on the verge of retirement, but you’ve just found out he’s been spending well beyond his means — so much so he might not be able to retire.

By Suzanne Sharma |June 17, 2013

2 min read

Know your client’s retirement needs

As fresh market warbles hit worldwide stock indexes, many investors slammed down the brakes—or at least flinched—as their portfolios took a tumble. Most exposed to a sudden decline were those nearing retirement, with little time left to recover losses.

3 min read

Boomers lack detailed budget

The prospect of insufficient retirement income keeps most Canadians up at night. But the third annual RBC Retirement Myths and Realities Poll reveals the majority of boomers can’t wait to retire.

2 min read

Financial planning

Should clients defer OAS?

Will fee-for-advice cost clients too much?

Understanding clients and helping clients understand

6 ways to help cash-strapped retirees

Know your client’s retirement needs

Get your newlywed clients on the same financial page

Death and taxes: what you need to know

Thanks, Mom, for teaching me about money

Do you take this prenuptial?

Boomers lack detailed budget