Latest news in Market insights

Clients don’t want to be a burden. You can help.

Having a legacy needs conversation can help you understand how your clients want to be remembered and what they want to do with their assets…

8 tips to make women investors your clients for life

80% of Canadian women change advisors within a year of their husband’s death. Here are some tips to help you make a positive connection with…

Keeping up with the Joneses — are lifestyle choices affecting retirement plans?

Over half of all Canadians bend the truth when it comes to talking about their financial status and may be underestimating the ability to maintain…

Bring retirement planning to life!

Discover how visual tools can go a long way in helping clients understand and remember a concept or discussion.

When adult kids won’t fly the coop

Forget the empty nest. Plenty of boomers still have a full house — and it could affect their retirement.

Countering loss aversion — a powerful bias

One of the most significant tendencies clients have when investing is called “loss aversion” — a strong desire to avoid loss — that could have…

Can you help clients save more?

For many Canadians, saving isn’t their top financial priority. Yet saving — and saving sooner — is essential to reaching their financial and retirement goals.

Are your clients prepared for more market volatility?

As Britain votes to leave the European Union, more market volatility is expected. Find out why your clients in or near retirement should stay the…

Putting goals-based investing to work

Advisors should use clients' goals to determine how to invest.

  • By: Staff
  • June 14, 2016 September 25, 2018
  • 13:33

42% of Canadians have had financial hardship from a health event* — build a safety net for clients

Procrastinating instead of creating a plan to cover health needs can be costly. Now’s the time to prepare for the future.

Retirement is changing. Are your clients ready?

Retirees share their advice for a happy and successful retirement.

$53K a year on the basics — can retirement plans handle it?

Making sure basic needs are covered is non-negotiable. The good news is, 96% of clients who work with an advisor say they’ll be able to…

4 planning pitfalls – show wealthy clients how to avoid them

Show wealthy clients how to avoid them” as a description underneath

Personal debt is threatening retirement plans

Consumer debt in Canada stands at $574 billion, and debt reduction remains Canadians’ top financial priority. The trouble is, when you have debt, saving for…

88% of retirees say: Take care of your health

Working Canadians are planning a phased approach to retirement. But what if their health dictates when they retire?

BUDGET 2016: Upping the ante on stimulus

This year's budget contains plenty of proposals for individuals, families and financial advisors to be aware of. Here are just a few of the budget…

3 ways to unleash the value of your trusted advice

In an environment challenged by low growth, volatile markets and instant access to abundant and often contradictory messages, what’s your strategy to build client relationships…

What investors can learn from self-driving cars

What investors can learn from self-driving cars

  • By: Mark Yamada
  • February 19, 2016 September 26, 2018
  • 00:00

Unlocked: Interactive tools to match clients’ learning style

Planning tools provide an advantage when working with clients. Tap into these resources to show clients how different scenarios may play out when building, protecting…

Helping women empower themselves to achieve lifetime financial security

To commemorate Brigitte Parent’s win as one of the Top 100 Most Powerful Women in Canada, we’re featuring a round-up of female-focused articles on finances…

Readers’ choice: 2015’s most-read articles

Take a look at the most-read Sun Life Retirement Resource Centre articles of 2015.

Hot topics from 2015

A recap of some key topics, emerging trends and information shared in 2015.

Connect with the future of your business — a Special Report on Gen X

Looking for ways to increase your book of business outside of the baby boomer demographic? Gen Xers are at the front end of their prime…

Canada’s emerging markets: Insights into the growing Latin American market

With a strong focus on family, building and transferring wealth are key considerations for the Latin American market.

Canada’s emerging markets: A snapshot of the Arab market

This third article in our emerging market series takes a look at the Arab market.