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Re-evaluating retirement income

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Tips for serving clients of all ages

More than half cite retirement as their top financial goal, finds a report.

  • By: Staff
  • November 7, 2017 August 21, 2018
  • 09:42

The high-net-worth market is driven by macro trends such as demographics, changing retirement patterns, and clients’ desire for relationships with their advisors, reveals a report by Investment Planning Counsel (IPC). Capitalizing on these trends might be a sure path to your success. That’s because the number of mid-tier affluent investors (those with $500,000 to $1 […]

  • By: Staff
  • December 1, 2016 August 21, 2018
  • 10:16

Do not adjust your sets—RCAs are back

The aging population represents a headwind for the Canadian economy.

They should pay more to help the U.S. economy -- either through higher taxes or lower benefits, says one writer.

The past few months, I’ve noticed a telling trend: the average overpayment for houses in my neighborhood far exceeds what I paid

While most middle-income boomers in the U.S. have a hairdresser (73%), mechanic (66%), or handyman (52%), only 41% use a financial professional.

  • By: Staff
  • November 11, 2014 August 21, 2018
  • 10:40

Many Canadians in the sandwich generation are worried about retirement savings.

  • By: Staff
  • August 12, 2014 August 21, 2018
  • 00:01