Retirement

Advisor's Edge

Should you switch to fee-based before retiring?

Advice for advisors selling their books

February 22, 2019

9 min read

Planning and Advice

Financial sacrifices make it harder for women to save for retirement

Why a plan is critical

By Staff |February 21, 2019

2 min read

Planning and Advice

Canadians’ common RRSP misperceptions

Perceived fees, tax penalties and uncomfortable conversations prevent clients from moving their accounts, a Questrade survey says

By Staff |February 7, 2019

1 min read

Tax News

C.D. Howe budget asks include longevity insurance, change to RRIF rules

The think tank's shadow budget also proposes higher tax-deferred savings limits

By Staff |February 7, 2019

2 min read

Planning and Advice

Q4 losses bring DB pensions into the red for 2018: RBC

A survey finds Canadian plans had a -0.7% return last year

By Staff |February 5, 2019

1 min read

Industry

Insurance lobby calls for greater access to annuities

The CLHIA is asking Finance Minister Bill Morneau for flexibility in tax-assisted savings vehicles

By Staff |January 30, 2019

2 min read

Planning and Advice

Clients have a new retirement risk: regret

A study finds many Canadians are rethinking their decision to retire and trying to return to work

By Staff |January 30, 2019

2 min read

Planning and Advice

FCA proposal would require guidance for post-retirement investing

The U.K. regulator is concerned too many pension plan members don't properly invest pension assets

By Staff |January 28, 2019

2 min read

Planning and Advice

Canadians worried about meeting lofty nest egg goals

Fewer than one in five are confident they can save what they think they'll need

By Staff |January 14, 2019

1 min read

Planning and Advice

Many Canadians lack a financial plan for emergencies

More than half are living paycheque to paycheque, a survey finds

By Staff |January 8, 2019

1 min read

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