Retirement

Industry

Canada needs a national pension strategy

Pensions legislation is failing in Canada.

By Staff |June 21, 2013

1 min read

Industry

Retirement risks and strategies

Devising the best possible retirement plan for clients is always top-of-mind for advisors. Use these articles to add to your knowledge of key risks and effective strategy options.

By Staff |June 20, 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

Industry

Health concerns trump finances for boomers: RBC

As they approach retirement, Canada's younger boomers (aged 50-59) are focusing on health concerns over finances, with 70% ranking changes to their physical health highest on the list of top challenges they expect to face as retirees, according to the 2013 RBC Retirement Myths & Realities Poll.

By Staff |June 18, 2013

1 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