Planners need to see ‘the bigger picture’ on RRIF withdrawals, study says
Financial planners must consider the complexity of client circumstances, according to research from FP Canada's foundation
Financial planners must consider the complexity of client circumstances, according to research from FP Canada's foundation
The Finance Department is studying RRIFs in response to a House of Commons motion
Heading into RRSP season, many investors are shying away from markets
Nearly half of Canadians think they will be able to retire comfortably by just investing in an RRSP
Three case studies to help clients choose when to begin their benefits
A report found those over 80 were more positive about aging than younger retirees
Study finds post-work incomes are adequate for most new retirees
Less than 5% of pension programs administered by the largest insurance companies offer decumulation options, finds the C.D. Howe Institute
Canada's pension score improved slightly from last year but its ranking dropped to 13th, a report says
Canada dropped in Natixis' annual ranking as inflation, interest rates and income inequality took a toll
Experts at the Morningstar Investment Conference discussed strategies for anxious retirees
Savings needs have risen alongside wealth, a C.D. Howe report says
Today's retirees need more decumulation options, the report argues
Labour scarcity is likely to curb growth and boost inflation, RBC warns
However, retirees have seen their retirement plans disrupted by the pandemic
New guidance confirms that auto-enrolment mechanisms are permitted
Clients who run out of money in retirement could bring negligence claims against too-conservative advisors
The York University professor laid out his concerns at an event this week
More Canadians expect to outlive their savings
Association members will get a reduction in management fees
Members will serve a one-year term
The fund has characteristics of an annuity or pension, with monthly lifetime distributions when investors turn 65
A panoramic view of the next 75 years
Increased savings and a hot market mean many advisors are managing client FOMO
More Canadians are thinking about aging at home and living closer to family